To select records based on information in multiple objects, create a custom formula field.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
You can use custom formula fields for a briefcase to filter records by a value that references fields in more than one object. For example, your briefcase users want records from accounts located in their U.S. state. The account information is stored in the Account object, and the briefcase user's information is stored in the User object.
Your briefcase users need records from the Account object but not the User object. So instead of creating related object rules, you can create a custom formula field that matches the account and the user’s state. After you create a custom formula field, you can use the field in an object rule filter.
