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Topics#Data ManagementDomanda di Brittney Valverde
Brittney Valverde (Barracuda Networks) ha fatto una domanda in #Data Management
6 lug 2020, 22:26

Campaign Member Formula Field

I have a request to create a field called 'Account Type' on the Campaign Member object. If the Campaign member is a Contact, then this should pull in the Type from that Contact's Account. If it is a Lead, then the Account Type field should be populated with 'Lead - No Account Type'.

 

Does anyone know a way for this to be accomplished?
5 risposte
  1. Tony Trinh
    7 lug 2020, 00:56
    Hi Brittney,

     

    You will need to create a formula text field. Please give this a try:

    IF(ISBLANK(TEXT(Contact.Account.Type)), "Lead - No Account Type", TEXT(Contact.Account.Type))
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