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Re: Custom fomula field using company attributes

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Will_Figueroa
Level 1

Custom fomula field using company attributes

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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SanfordWhiteman
Level 10 - Community Moderator

Re: Custom fomula field using company attributes

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.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Custom fomula field using company attributes

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
Level 1

Re: Custom fomula field using company attributes

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
Level 10 - Community Moderator

Re: Custom fomula field using company attributes

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