Salesforce Advanced Administrator Certification Guide

Formula fields and relations

We can define formula fields that reference related objects (from child to parent only, not vice versa). They are called cross-object formulas.

The following is an example of a custom formula field that shows the case's subject on the case detail record:

Case__r.Subject + '(' + Case__r.RecordType.Name +')' 

This formula field will display the parent case's Subject field and the case record type's name:

Cross-object formula example

We can reach a grandparent object that is 10 levels away from the current object.

Think about the account's Parent field. You can create a hierarchy of accounts and you can reach into ...