Hi Guys,
I'm trying to create a formula to fill an ID field on the opportunity. It should look at two fields on account level, and from those 2 one is always filled (in case of Personaccount, get personaccount ID, in case of business account, get primary contact ID).
As you can imagine, it should simply copy the value from the field which is filled, and show it on the opportunity. Any tips? I now have something like this:
IF(
AND(NOT(ISNULL([Opportunity].Account.PersonContactId)), ISNULL([Opportunity].Contact__c)), [Opportunity].Account.PersonContactId ,
IF(
AND(NOT(ISNULL([Opportunity].Account.Primary_Contact__c)),
ISNULL([Opportunity].Contact__c)), [Opportunity].Account.Primary_Contact__c,
''
))
Thanks in advance!
4 answers
Its been a while since i have used the person accounts, it might be that you just need to use the Account.Id to pull back the Person Account Reference as i think this is the unique id related to the person account Thanks for the options!
Especially with Scott's option i have the feeling i'm almost there, but it's not yet working for personaccounts, which surprised me as well..
Not sure if you can use the IsPersonAccount field to create a simpler IF statement as below
IF (Account.IsPersonAccount = TRUE, Account.PersonContact.Id ,Account.Primary_Contact__c)Try this:
IF(ISBLANK([Opportunity].Contact__c),
BLANKVALUE([Opportunity].Account.PersonContactId, [Opportunity].Account.Primary_Contact__c),
[Opportunity].Contact__c
)
