I need a formula that return’s a user’s manager from the user’s profile page in a custom field on the opportunity split object. I’m sure this is a simple formula, but I don’t know how to write it.
4
-
What user's Manager? The Opportunity Owner? The Current User?– Sebastian KesselCommented Jan 21, 2016 at 17:22
-
1are you not getting this with SplitOwner.Manager.Id ?– HimanshuCommented Jan 21, 2016 at 17:25
-
the manager thats in the "manager" field on the user's profile page– Leah GustafsonCommented Jan 21, 2016 at 19:11
-
I want to write a formula that looks at the team member on the opportunity split object and inserts the value in the “managers” field on that users profile page.– Leah GustafsonCommented Jan 21, 2016 at 19:21
Add a comment
|
1 Answer
You can't create a formula field that results in a lookup relationship field, but you can use the following formula to concatenate the first and last name fields:
SplitOwner.Manager.FirstName & " " & SplitOwner.Manager.LastName
The easiest way to get this is to use the Advanced Formula tab and click the Insert Field button, then follow the path to the Manager:
If you want the field to link to the Manager's profile, you can use the HYPERLINK formula function as follows:
HYPERLINK("/" & SplitOwner.ManagerId, SplitOwner.Manager.FirstName & " " & SplitOwner.Manager.LastName)
More info on:
answered Jan 21, 2016 at 21:01
-
Do I need to close this question or select a best answer like on the Salesforce community? Commented Jan 21, 2016 at 21:11
-
1Excellent, and welcome to Salesforce StackExchange! Yes, please mark that this answers your question. Also, one difference in the StackExchange community from the Salesforce community is that comments that say things like "thank you" that don't offer additional information or context are frowned on as cruft. Marking the answer as accepted is considered thanks enough. Commented Jan 21, 2016 at 21:14