I have a custom object with a lookup relationship to Accounts object. What I'm trying to create is a List View of this custom object with some fields from Accounts object.
This is essentially similar to Contacts view, where I can add fields from both Contact or Account objects, however I can't figure out how to do the same with this custom object.
To clarify, this is not about reports but the list view. I am able to create a custom report with both object fields available to me, essentially I need the same for the list view.
Thanks in advance!
1 resposta
Hi Suren,
For each Account field you have to create a formula field on custom object to pull field value, and then you can use new formula fields in list view to filter down records.
