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In our organization a sale is considered as complete only when a custom picklist called Account status is changed to 'Registered' on an Account. (We deal with registering new companies)

Business would like a report which shows how many Leads that got converted eventually became a 'Registered' Account.

For this I need to create a formula field on Lead with logic 1) If Lead is not converted, VALUE = Status of Lead 2) If Lead is converted and account is registered, VALUE = ConvertedAccount.Account_Status__c

But I am unable to reference convertedAccount fields on the New Formula Field page, Error

However, I am able to query this info from Developer Console by referencing convertedAccount.Account_Status__c

Is there any way can I make a formula to combine data from Lead and converted Account to display on a Lead Report?

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I'm not sure if you can create this formula field (I tried it but didn't suceed). What I did instead was create such formula directly on a report.

  1. Create a Custom Report of Leads or edit an existing one.
  2. Click on Edit in the Fields Available for Reports section
  3. Click on Add fields related via lookup » on the right.
  4. Find Converted Account and add your desired field.
  5. Create the report with this type. Your field should be available in the report.
  6. Create a new Row Level Formula
  7. Make sure to use TEXT() with the picklist values or else you will get errors.

Your Row Level Formula should look something like this: TEXT(Lead.ConvertedAccount.Account_Status__c)

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  • Hi Ruiter, Can this work where I run a report on Leads, because I want to display leads that are not yet converted along with already converted Leads in my report.
    – Asif Muhammad
    Mar 17, 2020 at 17:48
  • Hi @AsifMuhammad. I updated my answer, as you don't need to add the relationship between Lead and Account. Adding the related field to the custom Lead report layout should be enough.
    – Ruiter Gripp
    Mar 17, 2020 at 22:28

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