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I've created a text field in "Account" called Notes_From_SEP - I've made a formula field (text) in "Opportunities" but the information is not populating to the Oppportunity Field. 

Any Ideas?

Thanks

24 réponses
  1. 8 juil. 2019, 19:21
    You need to update your formula field.  It's looking for Notes from Soan Mechanical.  It should look like:

     

    Engineering_Firm__r.Notes_From_SEP__c or something similar rather than Account.Notes
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