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Using custom formula fields with person accounts

Дата публикации: Apr 3, 2026
Описание

In general, custom formula fields from contacts aren’t available to use within person account formulas. For example, the following custom formula fields can’t be referenced through a person account:

  • An image related to a contact
  • An address from a contact
  • Other nested contact formula field references
  • Hyperlink with spanning across Contact’s related object. Example: HYPERLINK(Contact_r.AccountName, “Link”, “_blank”)

 

Решение

Avoid nested contact formula field references within person account formulas. Structure formulas so they reference only person account fields directly, not embedded Contact object formula fields.

Дополнительные ресурсы

Person Account Implementation Guide

Номер статьи базы знаний

000389958

 
Загрузка
Salesforce Help | Article