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Question about custom fields
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07-08-2008 03:29 PM
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
Re: Question about custom fields
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07-09-2008 11:28 AM
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.
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.
Re: Question about custom fields
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07-10-2008 04:12 PM
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!!

