I have a custom lookup on Account to select a Contact (which works fine). I need to automate pulling that Contact's email to the Account object as well (based on the Contact name). I assume I can do this with Process Builder, but I have tried field-reference and formula.
Goal: A user selects a Contact using the lookup on the Account and the Contact's email autofills in the next field.
5 answers
Hi David, You can create a formula field on Account for your custom lookup Contact field.
Contact__r.Email
if you want to show that email based on contact name then formula should like this.
IF( Contact__r.Name = 'Test Name', Contact__r.Email, NULL)
