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Contributor
waylon999
Posts: 3

Question about custom fields

Hello,
 
I am new to salesforce, so please forgive me if this is a basic question or if it has been answered elsewhere, I have been unable to find it if it has. 
 
I have created a new module that has a custom field for contacts and a custom field for accounts.  When I choose a contact, I would like for the account field to be automatically populated with the contacts account name.  Is this possible?  If so, can someone point me in the right direction?
 
Thanks
Super Contributor
Jakester
Posts: 1,063

Re: Question about custom fields

Hi Waylon,

By "new module" I assume you mean new custom object, and by "custom field for contacts" I assume you mean a Contact Lookup field on this new custom object. If you made that lookup a master-child relationship, then I think you can create a formula field on the custom object which will lookup the contact's account name.
Contributor
waylon999
Posts: 3

Re: Question about custom fields

Yes, sorry about the keywords I am using.  I am coming from another system and all these things are known as different names. 

Formulas are exactly what I was looking for.  I'm not exactly sure how the Master-child relationship helps, but just using the formula seemed to do the job.

 

Thanks!!