Hi,
I would like to fetch account fields from contact page. I would like to know database values which I can use to travel from one table to another table.
I saw them in section page but its not working.
Thanks
Sachin
Like
Hi Sachin,
The account is connected to the certain contact via AccountId that is the Id of the some certain account. Then all the columns of the account are stored in the account table.
If it's not what you were looking for, please specify your question then.
Best regards,
Lily
Hi Lily,
I am writing formula on contact edit page, that if contact doesn't have account then for those contact, create an Account with some specific name. And for this i want to fetch account, also fetch fields from account which will be filled with Account.
Thanks
Sachin
Hi Sachin,
It's not possible to implement a formula in such a way within an open edit page element. I recommend you to check a built-in Lead qualification process.
You can easily reach your goal using Script task element. You can use some elements of this process as an example to create your own process.
Best regards,
Lily