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I'm trying to combine text with a lookup field that outputs it's value with text.

 

Here is the formula i'm using:

 

Process Builder updating a field with a formula using text and a merged field

 

Here is the output:

 

User-added image

 

Source_referrer_contact__c and Ultimate_Parent__c are both lookup fields.

 

Anyway to get the value of the Ultimate Parent field into this string? So it ends up as Referral - Banker - (Value of Account.Ultimate_Parent__c)
3 件の回答
  1. 2017年1月11日 23:21
    You have to dig deeper into the object: Account.Ultimate_Parent__r.Name
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