What are Cross Object Formula fields in Salesforce ? | How to create Cross Object Formula Fields ?
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- Опубліковано 10 чер 2017
- In this video, Shrey covered Cross Object Formula Fields in Salesforce by dividing this topic into 4 basic points, which are:
1. What is Cross Object Formula Fields in salesforce and When to create it?
2. How to create Cross Object Formula Fields?
3. Difference between Cross Object Formula Fields & Custom Formula Fields.
4. Points to remember while creating cross-object formula fields.
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Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his UA-cam channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
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What an amazingly perfect and summarized explanation! Thanks for creating such life-saving videos.
Explained wonderfully !! Appreciate your efforts!
Very simple and easy to understand explanation. Thank you !
Hey Shrey!! Appreciate your hard work on explaining things so wonderfully. Keep it up for us.
Thank you,, explained very well,,
you are the man! thank you, second concept explained to me this week!
Perfect ,You made this easy to understand .Thanks !!
Thank you,, Appreciated
Nice simple explanation, thank you :)
Very good explanation. Thanks!
Well done. Thank you.
I enjoyed your videos as a beginner for SF. The best part is keeping the explanation in a simple way to understand. keep it up and Please upload more SF related videos.
Glad you liked the videos Balaji. :) Stay tuned coz all the next videos will be for beginners only.
Very exact explanation Thanks a lot :)
Thank you for information !
Hi, Very good explanation! Superb. The way you write the important points to remember is very very helpful. Thank you very much for your videos. You helping a lot of people learn. Please continue your great work.
Thanks a lot, Chithra! This really means a lot
Well Explained
great help !
Good work ,perfect explanation..keep doing more videos...thanks for the videos
Thanks for the appreciation Suresh. :) Kepp watching a new video every week.
This is genius! Thank you for such a detailed and understandable explanation!
Thanks!
Excellent. Appreciate the ability to explain What is it and Why is it so.
Pradeep Kumar thanks! 😄
Very well explained, understood more clearly here after doing the trailhead module. Thanks Shrey!!
Glad you liked it!
very nice explanation. Good Job .
thanks for the quick, helpful lesson. Just subscribed to your channel
Thanks Joseph!
Really Awesome and simple explanation of whole concept
Glad you liked it Chaitra!
good explanation
Thank you!😊
Your way of explanation is very nice and easy to understand Bro... I Appreciate your time and efforts.. One request from me is please make a videos like a course... Salesforce Admin, Developer and Lightning complete training videos..Thank you Bro.
God Bless You
nice video..thank you.
Perfect explanation..Much Appreciated.. look forward for more of these from you. Thank You
harsh vardhan coming up, stay tuned Harsh! 😊
@@SalesforceHulk Could u please make video on Dynamic Apex
Very nice explanation.
Clear and specific explaination 👍🏻
Thanks, Akash!
Thank you for your detailed information
My pleasure
i like way of teaching
nice explanation
Does anyone happen to know the difference between a summary field and a custom summary field? I can not find any literature on 'custom summary fields' only information on summary fields.
One small doubt! It bypasses the security settings that is if we dont have access to obj A then using cross onject reference we can access the field of objA . If we dont have access to particular record of objA is it still possible we can see the record ??
Superb explained!
I want to see on the account page, records of another object, called "Names".
This object "Names" is Detail of Opportunity, which is Master.
Cross Object Formulas is not able to do this, for these are the related lists, which as you said in the video, is what makes sense.
Nice Man. Excellent!
Thanks. Glad you liked it. :)
great explanation got all ur points . i didn't understood 4th point in notes
can a cross object rule be created between the property object and offers? i have a field in property that i would like to bring across into the offers where my report has been created.
Is it possible to create a validation using cross object formula.
Thanks ☺️
Nice explianed
How i do when i want show website on single contact not others?
I am new to salesforce.Do anyone let me know Whether the cross object formula filelds directly appear with out adding them to the pagelayout ??
clear explanation..
Glad you liked it Dhanya!
Hey Hulk, Mesmerised with your detailed explanations.
Thanks!
@@SalesforceHulk i have seen your relationships video and found that standard object should never be on detail side. But, in sales cloud what would be the relationships between standard objects like account, contact cases and other objects
I am creating a cab management application in salesforce and there is a requirement is to use formula field for calculating cost per km so how could we add distance to calculate it.Can you suggest something related to it.
Hi, the referring field which needs to be displayed on the desired object is not visible (entire object group not visible) while trying to insert the field in formulae section. Please help, something is missing.
can you upload a video about 101 soql query error
super bro
hi Shrey, thanks for wonderful explanation but I am not ale to see this contact - account relationship in my org. only contact is showing without ">" this button.
please help.
create the field on contact side and check > symbol on Account
How do you create a relationship between OBJECTS??
can you show this on Lightening salesfforce
sir can u plzzz make a based on formula field's functions and operator....plzzzzzzz.
I presume this is because Contact is a child of Account? What about a situation where they are not related?
I wanted to get list of cases based on account object field in salesforce.
I have tried below code but it is showing parsing error
Select casenumber, ID,Status, (Select ID, Name From account where relationship_status__pc='04-Discharged') From case Where Status != 'Closed' and Status !='Completed'
hi your videos are too good..can you upload some videos about SFDC development like apex classes, triggers and visualforce.Thanks
Tejswini Kawale started doing that, check out my Salesforce development video series.
can you make videos in service application?
In one of your previous videos, you said Standard Objects can never be on the detail side. But here at 9:16, you are saying that relationship can be a master-detail. In this video, you have given the example of Accounts with Contacts which are Standard. Can you please explain?
Hi ..i have the same doubt....is it possible for 2 standard object in Salesforce can have master detail relationship with each other?
good explanation...but try to make more videos on SFDC topics
Stay tuned! There is a new video every week. :)
So just for confirmation, we cannot use cross object formula field in a many to many relationship?
Need not
maja aa gaya.......
Thanks 😇
can we create a formula field on account
yes you can
Nice video.. but the salesforce page where it is shown practically is blurred. It should be clear.
Please check it again, I think it may be because of your internet connection
Beneficial!
Thanks Sahil :)
u know how to explain something to a layman.can u please tell me the difference between workflow and triggers and when one should use each. Thanks in advance
This topic is my video lineups, will be creating a video on this very soon.
Can u share u r blog name?
Venkatesh Gowreddy i run a Vlog instead of blog and the name is SALESFORCE HULK!
12:45
Explanation is Good. But Cross Object Formulas can be used in other custom formula fields also.can you please check bro you said wrong in video
This video is for cross-object formula fields which is just a sub-topic of formula fields.
You're much better than Mike Wheeler on Udemy. He is so boring and doesn't even use a slides or visual aids You could charge for these classes!
ture
Your appreciation has way more worth for me than the money! 😊
Good tutorial but maybe stop screaming