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Getting fields from an object via a lookup relationship in salesforce.com

What to do

Create a lookup relationship from the object that needs the data to the object that has the data.

Create a formula field in the object that needs the data. The type of the field needs to match the data type of the field in the other object. For example, the Close Date field from Opportunity would need to be pulled into a Date field.

In the "formula" for the field just put the field you want in dot notation: e.g. Opportunity.CloseDate

Click verify syntax to check that everything will work (if you've picked the wrong data type above, this check will catch that)



last updated january 2011