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Build Cross-Object Formulas in the Advanced Formula Tab

Create a cross-object formula when building a formula in the Advanced Formula tab or for approvals or rules, such as workflow, validation, assignment, auto-response, or escalation rules.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
User Permissions Needed
To create or change cross-object formulas: Customize Application

Related objects are denoted by a “>” sign.

Note
Note If you create a formula that references a field on another object and display that formula in your page layout, users can see the field on the object even if they don’t have access to that object record. For example, if you create a formula field on the Case object that references an account field, and display that formula field in the case page layout, users can see this field even if they don’t have access to the account record.
Example
Example

The value of the Profile.Name merge field differs depending on the context of the cross-object formula field that references it. On detail pages, the value is the profile name, as expected. In list views and reports, the value is the internal value of the associated profile instead. If you use Profile.Name in a formula, use it within an OR function to ensure that the formula always returns the intended result. For example: 

IF
     (OR
          (LastModifiedBy.Profile.Name = "Standard User", LastModifiedBy.Profile.Name = "PT2"), 
     "Standard", "Not Standard")

None of the above applies to profile names referenced by the $Profile global variable.

See Also