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Christopher Pustizzi (Self) 님이 #Formulas에 질문했습니다

We are looking to have 2 formula fields (I think FORMULA is best) on the Contact:

  • # of Related Accounts associated to Contact
  • # of of Related Accounts where Role = Past Employee

Can anyone help here? 

답변 2개
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    2023년 9월 11일 오후 3:45

    Hi Christopher,

     

    I assume you have "contact to multiple accounts" enabled?

    If so, you won't be able to do this with a formula as it is a junction object between Accounts and Contacts. It is therefore a child object of contacts, and you cannot have a formula on the parent that refers to child records.

    You would need to either create flows, triggers or use this free app:

    https://github.com/afawcett/declarative-lookup-rollup-summaries

     

    To roll up those numbers in a couple of number fields on the Contact object

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