Building Cross-Object Formulas in the Simple Formula Tab

For example, enter Contact.Account.Name to reference the Account Name for a contact associated with a case in a formula field on the Case object. Be sure to use the relationship names of the objects, not the labels. Although the relationship name is often the same as the object name, it is technically the field name of the relationship field.

To reference the parent account name from Account object, the syntax is Parent.Name, not Account.Name. When referencing a custom object, add two underscores and the letter r to its name. For example, Position__r.title__c references the Job Title field (title__c) on a Position custom object.

Note If you create a formula that references a field on another object and display that formula in your page layout, users can see the field on the object even if they don’t have access to that object record. For example, if you create a formula field on the Case object that references an account field, and display that formula field in the case page layout, users can see this field even if they don’t have access to the account record.