Questions tagged [cross-object]

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Displaying Custom Product image on Opportunity

I have created a formula field that displays an image if a product has gone "End Of Life" this is based on a date field that is managed on the Product Object. This is also displayed on the ...
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1answer
83 views

Same Date, self reference? Work-around ideas

I have got a lot of research and recherche done as this simple where clause doesn't work because of it self-reference. I want to display all leads and opportunities who have the same "datefield x" as ...
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1answer
68 views

Using Process Builder to set Date field on Contact upon sending Mass Email

So far, I have attempted to build several processes to achieve this using the Process Builder. None of the processes are completing, or firing for all I know, because I don't get an error message if/...
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1answer
28 views

How do I enable cross-object referencing?

In an Account custom field formula I'm trying to reference a Contact custom field. I recall when writing these formulas from a previous company that a simple Contact.fieldname__c would suffice to ...
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1answer
24 views

Custom Case View based on Custom User Object Field

I'm trying to create a custom case formula field so I can create a view that allows someone to view all cases where the case owner belongs to a certain site as defined on their user object in the ...
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2answers
203 views

Aggregate result delete issue in trigger

Requirement : There is rollup (Sum) between opportunity and opportunitylineitem. Insert and update event is working fine but for delete event is not working correct. I have one opportunity and one ...
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0answers
668 views

Update field from cross-object lookup fields

I'm having a requirement where I need to update a field.I'm having 3 objects object1 -- Say suppose field1 is present object2 -- fields having lookup to object1, object2 object3 -- Created field1 ...
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0answers
215 views

Reference a cross-object relationship or formula field using $ObjectType field set notation

Is there a way to harness cross-object notation in conjunction with $ObjectType field set notation? For example would it be possible to do the following: $ObjectType.ChildObject__c.Fields....
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152 views

Cross Object RollUp Summary with a Formula

I have a custom object called 'transactions' associated to the standard Asset object. The Transaction object has multiple formulas to calculate $ amounts per product. We then used a formula on the ...
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2answers
142 views

Workflow rule based on Account custom Date field not firing

I created my WFR on the Contact object. "Arrival__c" is an Account custom date field that should trigger an email alert to all Contacts of said account on the arrival date. There is also a picklist ...
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1answer
524 views

Alternative of Rollup Summary field on cross object formula field

I have a formula field with return type 'currency' and it uses a custom setting field in formula Formula is something like this :- IF(AND(Invoice_Date__c < $Setup.New_Cust_Sett__c.date_field__c ...
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0answers
85 views

Apex trigger Not populating values on lookup field

I have trigger which updates the few master record fields based on the values of the child record. IT_Asset_Management__c is the master object and Employee__c is the detail object. The following is ...
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1answer
202 views

Join salesforce objects with AMPscript within the same email

I want to create a transactional email for orders, containing data about the consumer (Account object), data about his order (Order object) and data about the ordered products (products object). The ...
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2answers
121 views

Visualforce Page - Standard Page Layout For Company/Division Logo

I've never had to do extensive Visualforce, so I'd like to know if the following is possible. Show Division Logo On Multiple Objects On any given Object, have a field called "Division_Logo__c" which ...
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1answer
42 views

Formula To Validate Text Formula?

I have created a formula field on the custom object. I tried to create this formula: AND(ISCHANGED(Final_Result__c ), ISPICKVAL(Lead_Status__c, "Admitted")) where lead status is another formula ...
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1answer
185 views

Cross Object Formula for standard picklist?

I am trying to build a cross object formulae on a custom object X from a standard object. I am trying to use the formulae (Patient__r.Status)on a formulae field where status is a picklist field on ...
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1answer
78 views

Cross-Referencing a Custom Object's Field Directly in a Condition Using Apex Class and Apex Trigger

Say I have a custom object named Book__c with fields Title__c and a checkbox named New__c, and another custom object named Author__c with field Book__c, can I use New__c field directly with Author__c ...
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1answer
746 views

Bulk-API insert with sObject Tree

I am attempting to do an insert of thousands of record using the Bulk-API, which is in itself is not complicated. The thing that I am having trouble with is insert both Record and Child. For example, ...
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2answers
96 views

How do I get data from another object which does not have a master-detail relationship?

I'm working for a nonprofit. We have a customized object called Program Participation which has a lookup to the Contact object and also is the parent of three other objects. We want to create a field ...
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1answer
48 views

Updating records before insertion from a custom object into a standard object

I am working on a project in "Developer Edition" of salesforce ... I want to create such mechanism so that whenever I create a record in a standard object , it would check a certain criteria ( custom ...
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2answers
47 views

How do you loop through the User object to then update a custom field on the Account record that the flow was launched on

I have a VWF that begins is launched through a custom button on an Account record. There is a screen input element where an end user inputs a value. I need to know how to loop through all of the User ...
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1answer
28 views

View Fields in custom object layout from another object

I have an object (object1) which have a lookup relationship to the object (object2) is there any way to view fields from (object1) in the layout of (object2) thanks
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1answer
38 views

How to bulkify a cross object update trigger

I have a complicated trigger that I am trying to bulkify but I don't know how to go about it. We have two main objects, Prescriptions and Study Participants. When a new Prescription is added through ...
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1answer
316 views

(VF) How Do I pull a picklist from a related object as an input field onto a VF page that uses the Standard Controller with extensions?

Scenario: I've created a VF page that uses the Account standard controller with an extension that I created to pull contacts related to that account into a multi-selectable list using a wrapper ...
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1answer
514 views

Static variable used for Recurssion check

Scenario: I have two objects - Object A and Object B.Object A has recursion checking mechanism using Static Boolean variables covering different events(IsBeforeUpdate,IsBeforeInsert etc..) I have two ...
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1answer
225 views

Best Practice - Update LastModifiedDate (Cross Object)

I have a business requirement to change LastModifiedDate on an Opportunity record whenever an Activity is logged against it. I can do it in two ways: when an activity is logged, i can simply do an ...
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1answer
42 views

CROSS-OBJECT UPDATE

So, this trigger is designed to pull the role name from User obj (which is a lookup to Role) and update the account field on the Contact obj (which is a lookup to Accounts). Im currently getting error ...
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1answer
65 views

Process Builder: Add Volunteer contact to multiple related shifts from single sign up

I have the Volunteers for Salesforce app installed in our org. Business Requirement: When a Volunteer signs up for a shift, ensure that they are also signed up for the recurring shifts as per the ...
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3answers
277 views

How to carry account fields on contacts fields

I want to carry below account field values from account onto contacts. Account Fields: HQ Country Country__c Picklist State/Area TR1__State_Area__c picklist City ...
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0answers
36 views

Cross Object Formula Field Error: Field DNE

I have a requirement where I want to update a formula field Foundation Indicator on a custom object when a Foundation Field checkbox is true on the Lead object. I am trying to put a cross object ...
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1answer
126 views

Cross Object Formula Field Does Not Return Name

I am stumped! On the Account object I have a lookup field to reference other Accounts who may be assisting that Account (Subcontractors, Accountants, etc.) I also have a Custom object which has a ...
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0answers
31 views

Replicate Cross Object Formulas with Apex Framework

Thought I would ask the question before I start creating! We have hit the number of references limitation on a few objects - you know the 10 references one which can be raised to 15 (but that's as ...