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Questions tagged [cross-object]

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Cross Object SOQL Query

I have three objects Object A - Parent Object B - Child ( Lookup to A) Object C - Child (Lookup to A) B and C are not related directly, I have to fetch the fields from object C where my query is ...
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I have a Cross object checkbox formula that checks whether a texbox has been checked or not. Why does it return a "No" if the box is checked?

IF(Member__r.Member__r.Confirmed_Certification_Holder__c = TRUE, "Yes", "No")
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2 answers
181 views

I need to reference a field on the User Object but it just uses me as the only user, I need to search all users

I'm trying to compare two fields and if they are both satisfied it should spit out the name of the user. Except this formula is only using me as the single user reference when I need the formula to ...
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452 views

Writing a trigger to update lookup field from custom object

I have a standard object (Lead) and a custom object (Country). Lead - important fields Address (where Country is stored)- I think this is Lead.Country Country Lookup (a lookup field related to the ...
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2 votes
1 answer
758 views

Do formula fields obey sharing rules?

If I have a formula field that uses cross-object access to obtain a value, if the user has no access (via sharing rules) to the referenced object but otherwise have permission to access the value will ...
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update trigger on Opp to change related record not working

We have a custom object, Strategy__c, that has a one-to-many lookup relationship to opportunities, so in order to recalculate opp rollup amounts (that are updated via a PB+flow) when the user changes ...
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2 votes
2 answers
832 views

How to retrieve data of Cross object using SOQL query?

I have 3 Objects i.e Object A ,Object B,Object C 1)Object A is the Master object of Object B and Object C (Object A --> Object B) , (Object A --> Object C) 2)There is no relation between Object B ...
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590 views

Cannot save formula field on Contact referencing formula field on Account using Record Types as filters

I'm trying to create a formula field on the standard Contact Object referencing a field called ATU on the Account object. The relationship and field API exist and are spelled correctly, but I am ...
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2k views

How to reference cross object field in Process builder and not allow for null values to not prompt error?

So in a custom object in process builder, I'm trying to use a formula to populate the AccountBillingCity__c in the custom object using values from Account object, standard field BillingCity. So I use ...
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1 answer
110 views

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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1 answer
84 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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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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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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1 vote
1 answer
63 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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1 vote
2 answers
667 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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890 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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1 vote
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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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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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2 answers
219 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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1 answer
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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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0 answers
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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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1 answer
271 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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2 answers
163 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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0 votes
1 answer
524 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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1 answer
566 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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2 votes
1 answer
401 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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2 votes
1 answer
1k 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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2 answers
600 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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1 answer
53 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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2 answers
209 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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1 answer
77 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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1 answer
39 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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1 answer
650 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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1 answer
889 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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2 votes
1 answer
248 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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-3 votes
1 answer
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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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1 answer
86 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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1 vote
3 answers
606 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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0 answers
45 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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1 vote
1 answer
664 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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33 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 ...
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