How to create Cross Object Formulas- How To Edition- Study Salesforce with Stephen

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  • Опубліковано 2 лис 2024

КОМЕНТАРІ • 8

  • @hoovergirlme
    @hoovergirlme 11 місяців тому +1

    Thanks so much Stephen! You are an amazing instructor! I watched multiple videos before I found your channel.. Thanks again! Subscribed + liked in a lighting speed!

    • @SF_Stephen
      @SF_Stephen  8 місяців тому

      Thank you so much. I'm happy I could help you on your Salesforce journey.

  • @MariaGabrielaGonzalez-is2wn
    @MariaGabrielaGonzalez-is2wn 6 місяців тому

    excelente tu video! Gracias

  • @joysasmr5481
    @joysasmr5481 10 місяців тому +1

    Superb well explained

  • @ashleymcswain
    @ashleymcswain Рік тому +1

    Stephen,
    Can you share how to recalculate a formula field?
    Ex: We have a 'Group Name' that populates on our Case Object. The Group Name is a calculation from our Person Account object / Client Name field.
    If a staff member enters an incorrect Person Account name in the Case, it doesn't populate the Group Name. If the user corrects the Name they entered in the Person Account lookup field, how can I get the Group Name to re-calculate it's cross-object formula?
    Thank you!

    • @SF_Stephen
      @SF_Stephen  Рік тому +1

      I will work on a solution this weekend for you and try to post it. Great question.

  • @zt3258
    @zt3258 Рік тому +1

    Great content!