i have a lookup field that selects a customer name and need to show in the other fields all information about this customer.. How can be the formula in one of this fields? in plsql will be select customer.phone where customer.name = 'name' HELP
When you are creating a formula field, there is an
Insert Field button in the advanced Formula tab. Look for your lookup field with an
> behind it to access the fields of the lookup.
Or you can just type them with the __r suffix
(the lookup field: account_lookup__c is a lookup to account)
See the link below.
Google out for more info.