The solution section provides an overview of how to solve this scenario, and why that solution was chosen. The Solution Steps section immediately following outlines the exact steps used to replicate the solution.

### Solution:

To view the remainder of this content, you must purchase the Salesforce.com Certified Administrator Study Guide. Please Login or purchase the study guide.

Is it possible to get an Field wih an cross object formula which is the second Relation and not the first.

For example:

Article Quote — 1. Relation M.Detail — Quote –2 Relation M.Detail –Account

I would like to have the Accountname on Article Quote Object.

regards john

Yes formulas can span multiple objects

John, would a look up relationship between Account and Opportunity work in this scenario?

I was wondering the same myself? Unless the formula was the only way to convert the pick list value into something more meaningful, maybe?

Yeah- good question. There is language on the site that describes this phenomenon. Essentially the relationship between account and opportunity is a lookup relationship; however, it is not a “standard” lookup relationship, because it still allows you to create a rollup summary field.

Excellent!

This is probably a dumb question, but why in the formula are we entering the field as “Account.Type” and not, “Account_Type”? I see where you stated, “Account.Type” in the instructions and steps, but the field label is, “Account_Type”. Is this just a basic formula concept I need to learn?

Working through it more and I think I got it. Does “Account.Type” simply mean Account>Type when talking about using the Advanced Formula Editor vs. typing in the formula free hand?

Yep that’s exactly the case

Thanks so much for the quick response. Test is on Friday aaaaack! Great study guide though; it’s saving my hide right now. Big lightbulb moments.

There is a typo in step 5 – It should read “on your own” rather than “on you own.”

step #5 insert field > 1-opportunity 2 account, after that I don’t have the option of next , just close. Also TEXT (account) is not an option. It doesn’t populate onto the page. Thank you.

try manually typing in TEXT(Account.Type). This should work as long as you’re creating a formula field for one of the related objects i.e. Opportunity.

Thanks Karia.

@Erin, if you select Account (without the “>” then it will select the account id, you need to select “Account >” as shown above) – from the advanced formula tab.

Hope that helps!

Choose output type > chosing Text does not give the option of formula return type.