I have a field "employees" in the account layout and would like to use it in a contact-search "e.g. look up all hr managers of companies with more than 1000 employees.
Or is there a simple way to copy field content of the account field in a contact field?
Thanks for support
Peter Weissmueller
답변 2개
Thanks Nik
Saves me a lot of time
Peter
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Von: Community [mailto:success-notif@salesforce.com]
Gesendet: Sonntag, 15. Januar 2012 16:50
An: weissmueller@hrconcept.ch
Betreff: Nik Panter answered your question
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Nik
Panter answered your question
Your answer:
What you could do is create a custom formula field on the contact which
copies the account value. Under contact, create a a new custom formula field
that is a text type, and click the insert field button (On the advanced
formula tab). Highlight the Account field with > at the end, the in the
next box choke the Employees field you want to show. Save and you are good.
You now have the employee field available for search on the contact, and it
is read only (so users can't change it).
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