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Will_Figueroa
Will_Figueroa
New Participant
June 27, 2017
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Custom fomula field using company attributes

  • June 27, 2017
  • 1 reply
  • 2445 views

I want to make a custom formula field to change the from address using a company attribute. However, when I look through the drop down to add a filter, I am only seeing person attributes. Is it not possible to make a rule in a custom formula field based on a company attribute?

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    Best answer by SanfordWhiteman

    If this is only for output in email content, a Velocity token is a surer bet. Creating formula fields is only necessary if you need to (semi-) persist the data on the lead.

    1 reply

    SanfordWhiteman
    SanfordWhitemanAccepted solution
    New Participant
    June 27, 2017

    If this is only for output in email content, a Velocity token is a surer bet. Creating formula fields is only necessary if you need to (semi-) persist the data on the lead.

    Will_Figueroa
    Will_FigueroaAuthor
    New Participant
    August 29, 2017

    Hi Sam,

    So I've been working on getting the hand of velocity tokens and I've been able to make some usable ones recently, but I just ran into the same problem with them. I only see "Person" and "Opportunity" Objects or Custom objects.

    Can we not use company attributes (company.attribute_name instead of lead.attribute_name) in a velocity token either?

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    August 29, 2017

    You should see the Company fields on the Lead in the Velocity context (for example, SIC Code).

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