Hello Community,
I have an issue with displaying a currency field of one account (record type: customer) in a related account (record type: partner). There is the field "annual revenue" by the customer, who is connected to a partner. (see picture 1)
Now I would like to have the annual revenue of the customer also displayed at his partner.
They are both Account objects and a lookup field did not work by me because it is a currency and not a text. I thought the solution could be a formula field, which gets the connection, but I am quite new to Salesforce.
If somebody could help, that would be wonderful.
Best regards, Florian
9 respostas
Florian,
Yes, you just cannot solve it using a formula field. You have to build a simple Workflow or Process Builder to copy that value into that Currency field. I prefer Process Builder because if you need to build more automation around certain record changes that occur in that object, you can control the sequence in which it happens. I made you a little video, please follow along to this. I hope this helps.
https://screencast-o-matic.com/watch/cYnt2xwPf5
