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
Eric Praud (Activ8 Solar Energies) Forum Ambassador
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