how to create formula field for picklist value on another object

Question

I'm trying to group our accounts by the region that the account owner is located.

I've created a picklist field on the user object called "User Region".

On the Account object, I've created a formula field called Account Owner Region, using the formula: Text($User.User_Region__c)

This doesn't seem to be bringing any values over.

What am I doing wrong?

Thanks

Sakthivel M · Accepted Answer

Hi Chris,

You need to fetch from based on your account owner (from user picklist object)

Then use your formula like below:

TEXT(Owner.User_Region__c)

if any other lookup field from account to user object then your formula should be like:

TEXT(LookupFieldAPINameforUserObject.User_Region__c)

Please try it and revert to me your test results for further help.

Thanks & Regards,

Sakthivel Madesh

Christopher Yeoh · Answer

Thanks, Sakthivel!   That's all working now.

Data Management