Access child records in parent object using formula field

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 Access child records in parent object using formula field:


  1. This can not be achieved using formula. Formulas cannot read child records.
  2. We can install this package from AppExchange for this functionality - https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B45gWEAR
  3. This can be done using Apex trigger, Process builder or Lightning Flow.
  4. If parent and child are related via a lookup or master-detail relationship then we can add a cross object formula to your Child object. If we refer a parent object from a child object is 'going up' and this is possible. But we can not write a formula field on the parent while trying to pull in values from the child record.
  5. When we are attempting to go down one level, we have to take into account that the underlying architecture allows for a parent to have multiple children. This is also called as a 'One to many' relationship. A Master-Detail relationship allow us to get record counts etc. of child records. As a whole, formula fields can 'go up' and can not 'go down'.


Resource(s): https://help.salesforce.com/


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