In our Accounts we have created a custom field (Marketing Approach - a picklist of 3). I would like to add this field to our Contact page so that it fills automatically from the Accounts page (like the phone number).
My attempts to do this have failed. Can anyone walk me through the steps please?
15 answers
Hi Jules,
Go to Your Name | Setup | App Setup | Customize | Contact | Fields | New Field
2. Select Formula as the Data Type | Hit Next
3. Enter a field label (example: Marketing Approach ) | Select Text as the Formula Return Type | Next
4. In the formula box Add TEXT() as function and select the Insert Field Button | Select Contact > | Select Account > | Select Marketing Approach | Select Insert
Should look something like this (depending on what your field name is): Text(Account.Marketing_Approach__c)
5. Check Syntax | Enter Description (and Help text if applicable) | Hit Next
6. Select the FLA for each Profile | Select Next*
7. Select the Page Layouts which you would like the field automatically added to* (you can add or remove later, but this automatically adds it) | Hit next
8. Your Account field will now show up on the Contact page (read-only)
mark as best answer if it helps.
