Salesforce Features
Cross Object Formulas
More Point-and-Click Power to Customize Your Business Logic and User Experience
All Editions
- Take data calculations to the next level
- Bring relevant related information to your users
Administrators and developers can deliver more powerful and sophisticated business functionality with clicks, not code. With Cross-Object Formulas, you can incorporate merge fields from parent records for calculation and display. With the easy-to-use field browser, you can insert fields from objects that are related via master-detail or lookup relationships—even across multiple levels. The result is formulas with dramatically increased flexibility to fully leverage the power of your relational data model.
- Create Cross-Object Calculations
In Winter ’08, salesforce.com introduced Cross-Object Formulas in validation rules, workflow rules, and other business rules. With Summer ’08, you get the same flexibility with formula fields that can perform complex calculations using fields from related objects. For example, a “discounted amount” formula on the opportunity object can use a “discount percent” field on the account object for its calculations. - Display Fields from Related Objects
When users wanted to see information from related objects when viewing a record, they typically used the console view or detail hovers. In Summer ’08, you can create a formula field that displays fields from related objects on detail pages, list views, related lists, and reports. That means users now can see data from different sources on a single page.
Note: Not automatically visible. Feature is enabled, but requires some setup.
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