We have created a user lookup field on the account object to define the "Customer Success Manager" who manages the account.
When we integrate to other systems (eg Marketo, Amplitude) and we pull the data from the look up field to use in workflows, emails etc, the value of the user lookup field is shown as the user ID.
Is there a way to create a text field on the Account that pulls in the first and last name of the user defined in the user lookup "Customer Success Manager" field on the account?
1 answer
Hi Chris, Simply create a formula field returning text like so (change the PAI names as needed):
Customer_Success_Manager__r.FirstName&" "&Customer_Success_Manager__r.LastName
