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Rushikesh Agnihotri (.) 님이 #Sales Cloud에 질문했습니다

I have created Picklist field on Account Object and Account Object have look up to Account(Self relationship).I want to display the Picklist value selected in parent account on child Accounts.

Don' want to give option to select the picklist value again if its child account

답변 2개
  1. 2023년 5월 22일 오전 4:30

    @Rushikesh Agnihotri A possible approach is to create a formula field on the child record, of Formula Return Type Text, with the following formula;

     

    Note:

    Replace AccountSource in the example below with the name of the Picklist field on your Parent Account.

     

    IF(

    Parent.Id <> "", TEXT(Parent.AccountSource),""

    )

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