---
schema_version: "1"
id: 829aa46012e51f2e6f729149ec10501c3910ec24f30cb48d0b0c5b76b3758e25
title: Build Cross-Object Formulas in the Advanced Formula Tab
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/fields_creating_cross_object_advanced.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.fields_creating_cross_object_advanced.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3e963e0a49e6c25e01210f1037ecce04723c774cbb297f7a476912106d779ac2
description: 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.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d144052e63">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d144052e63 ">To create or change cross-object formulas:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d144052e63 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

Related objects are denoted by a “>” sign.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_note.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_example.png)

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

- [Building Cross-Object Formulas in the Simple Formula Tab](https://help.salesforce.com/s/articleView?id=platform.fields_creating_cross_object_simple.htm&release=264.0.0&type=5 "To create a cross-object formula when building a formula in the Simple Formula tab, enter the relationship names of the objects to which you are spanning followed by the field you want to reference. Separate the relationship names of each object and the field with periods.")
- [What Is a Cross-Object Formula?](https://help.salesforce.com/s/articleView?id=platform.customize_cross_object.htm&release=264.0.0&type=5 "A Cross-object formula is a formula that spans two related objects and references merge fields on those objects. A cross-object formula can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship. A cross-object formula also works with lookup relationships.")