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I created a Text Field on Account.

I want to create a field on Activity so that my Account Field displays there.

Is that possible? if so, How?

Thanks

1 Answer 1

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You can create a custom field in Setup > Object Manager > Activities > Fields & Relationships (in Classic, Setup > Customize > Activities > Fields). From there, use the formula type, a return type appropriate for your field, and the formula would use the field relationship path (e.g. Account.Name or Account.Some_Custom_Field__c).

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  • Perfect!!! Thank you Fox! Have a great day! Tytytyty
    – Steve
    Commented Mar 18, 2020 at 12:44
  • 1
    @Steve You're welcome!
    – sfdcfox
    Commented Mar 18, 2020 at 12:51
  • curiously, the formula editor for Activities doesn't allow you to point-and-click via the Account relationship; instead, you have to type in manually as noted in the answer.
    – cropredy
    Commented Jul 2, 2023 at 18:10

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