2 answers
Hi Rob,
Yes, there is a VLOOKUP method available in formula fields. Here's the link where you can search and find details of VLOOKUP method: https://help.salesforce.com/articleView?id=customize_functions_i_z.htm&type=5
Also, you can check details of VLOOKUP here : https://trailblazers.salesforce.com/answers?id=90630000000gyFzAAIBefore proceeding with actual changes, please go through the points to remember:
- The field_to_return must be an auto number, roll-up summary, lookup relationship, master-detail relationship, checkbox, date, date/time, email, number, percent, phone, text, text area, or URL field type.
- The field_on_lookup_object must be the Record Name field on a custom object.
- The field_on_lookup_object and lookup_value must be the same data type.
- If more than one record matches, the value from the first record is returned.
- The value returned must be on a custom object.
- You cannot delete the custom field or custom object referenced in this function.
- This function is only available in validation rules.
In case, this VLOOKUP doesn't meet your requirement, and if you can afford to customize, you can try with customized logic (i.e. Using Before Insert/Update context of Apex Trigger).
Hope this helps!
Thanks!
Amey
