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?
Solved! Go to Solution.
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?
You should see the Company fields on the Lead in the Velocity context (for example, SIC Code).