Formulas: Scenario 1 Solution

The solution section provides an overview of how to solve this scenario, and why that solution was chosen.  The Solution Steps section immediately following outlines the exact steps used to replicate the solution.


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20 Responses to “Formulas: Scenario 1 Solution”

  1. skaszyk October 10, 2017 at 2:01 pm #

    Slight typo after step 5 – should be “on your own”

  2. mattl October 4, 2017 at 12:27 pm #

    Hi John,

    Hope you well.

    This may be a silly question but why are we using a formula to directly fetch text from another object? I can understand if we were applying logic between the data being fetched but in this example all we are doing is fetching exactly whats there? For example account name on opportunity uses a “lookup”



    • JohnCoppedge October 4, 2017 at 6:21 pm #

      Because you can’t display fields from one object on another object directly in a page layout (you can kind of do this with lightning but not at all in classic). The formula allows us to copy the field from one object to another so that we can include it in the layout.

  3. ssoltanid July 6, 2017 at 8:48 pm #

    Hi John, is it possible to create a global variable in salesforce ?
    Best regards and thanks for your amazing and helpful website.

    • JohnCoppedge July 7, 2017 at 1:34 am #

      Yes if you create a hierarchy based custom setting, you can reference them the same way (might be able to do this with custom permissions and similar functions as well, haven’t tried)- very handy for creating your own settings that you want to reference in formulas.

  4. johns. June 9, 2016 at 8:29 am #

    Is it possible to get an Field wih an cross object formula which is the second Relation and not the first.

    For example:

    Article Quote — 1. Relation M.Detail — Quote –2 Relation M.Detail –Account

    I would like to have the Accountname on Article Quote Object.

    regards john

  5. MikeSabel June 17, 2015 at 12:35 am #

    John, would a look up relationship between Account and Opportunity work in this scenario?

    • Stattman April 8, 2016 at 2:03 pm #

      I was wondering the same myself? Unless the formula was the only way to convert the pick list value into something more meaningful, maybe?

      • JohnCoppedge April 10, 2016 at 10:09 pm #

        Yeah- good question. There is language on the site that describes this phenomenon. Essentially the relationship between account and opportunity is a lookup relationship; however, it is not a “standard” lookup relationship, because it still allows you to create a rollup summary field.

  6. Farzana Hafiz April 28, 2015 at 5:29 am #


  7. Kelly Killeen December 17, 2014 at 7:33 pm #

    This is probably a dumb question, but why in the formula are we entering the field as “Account.Type” and not, “Account_Type”? I see where you stated, “Account.Type” in the instructions and steps, but the field label is, “Account_Type”. Is this just a basic formula concept I need to learn?

    • Kelly Killeen December 17, 2014 at 8:29 pm #

      Working through it more and I think I got it. Does “Account.Type” simply mean Account>Type when talking about using the Advanced Formula Editor vs. typing in the formula free hand?

      • JohnCoppedge December 18, 2014 at 1:01 am #

        Yep that’s exactly the case

        • Kelly Killeen December 18, 2014 at 1:56 am #

          Thanks so much for the quick response. Test is on Friday aaaaack! Great study guide though; it’s saving my hide right now. Big lightbulb moments.

  8. Barbara Hill July 10, 2014 at 8:02 pm #

    There is a typo in step 5 – It should read “on your own” rather than “on you own.”

  9. Erin Ryan August 3, 2013 at 3:07 pm #

    step #5 insert field > 1-opportunity 2 account, after that I don’t have the option of next , just close. Also TEXT (account) is not an option. It doesn’t populate onto the page. Thank you.

    • Kaira Bergstra February 15, 2014 at 11:59 pm #

      try manually typing in TEXT(Account.Type). This should work as long as you’re creating a formula field for one of the related objects i.e. Opportunity.

      • JohnCoppedge February 19, 2014 at 5:35 am #

        Thanks Karia.

        @Erin, if you select Account (without the “>” then it will select the account id, you need to select “Account >” as shown above) – from the advanced formula tab.

        Hope that helps!

  10. erin ryan June 23, 2013 at 1:26 am #

    Choose output type > chosing Text does not give the option of formula return type.

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