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Create a field to display the Account address on a Contact

Publiceringsdatum: Oct 13, 2022
Beskrivning
Making information easy to access can streamline processes and help increase productivity. We'll show you how system administrators can make Account information available on the Contact object. 
 
Lösning

 

Create a formula field in Salesforce Classic or Lightning Experience

 

  1. Go to Contact page from within Setup.
In Salesforce Classic: Setup | Customize | Contacts | Fields.
In Lightning Experience: Gear Icon | Setup | Object Manager | Contact | Fields & Relationships
  1. Click New.
  2. Select Formula for the Data Type.
  3. Name the field and select Text for the Formula Return Type.
  4. Click Next.
  5. Enter your formula syntax.
     

For the Account Billing Address use this formula syntax:  

Account.BillingStreet & BR() &
Account.BillingCity & ", " &
Account.BillingState & " " &
Account.BillingPostalCode & BR() &
Account.BillingCountry
 

For the Account Shipping Address use this formula syntax:

Account.ShippingStreet & BR() &
Account.ShippingCity & ", " &
Account.ShippingState & " " &
Account.ShippingPostalCode & BR() &
Account.ShippingCountry
 
  1. Click Next.
  2. Add the desired field level security and page layouts in the respective formulas above.
  3. Click on Save.


Note: The fields 'Account.BillingAddress' and 'Account.ShippingAddress' can't be referenced in formulas as those fields are 'Location Type' fields.


See also:
Tips for Working with Text Formula Fields
Build a Formula Field

Knowledge-artikelnummer

000386816

 
Laddar
Salesforce Help | Article