CROSS OBJECT FORMULA FIELD
What is Cross object formula fields?
Cross object formula fields are the formulas that span related objects and reference merge fields.
How to create?
Cross object formula fields are created from the formula field asually but we have to create from the child/related objects by merging the parent/master field, to show or display the parent object field information in related objects.
What is the difference between custom formula fieild and cross object formula field?
Custom formula field | Cross object formula field
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1. Only refers fields of object on 1. Refers fields of related object also.
which it is created.
2. Can be used in other custom 2. Can not be used in other custom formula
formula field and cross object formula field.
field.
Some important notes :
1. The relationship between two objects while creating cross object formula field is either master-detail relationship or look-up relationship.
2. Can refer fields up to 10 relationships away, but it can be increased up to 15 by salesforce support if required.
3. It by-passes security and sharing settings, i.e if you dont have access on account object but you have to referece field in contact object pointing to account object, it will show the details of that accont field.
4.Cross object formula fields can't be referred in roll-up summary fields whereas custom formula fields can be.
5. Can only refer fields of object on the 1 side/ parent side reationship.
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