Salesforce CRM - Build Document using multiple objects data

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Sumeet Sangle

• September 27, 2022 14:52

We have to create a document from Salesforce CRM which should pull details from multiple related objects (for ex. Account and its child objects). I am not sure if this is possible but any help or clarity around this would be appreciated.

I know that we can pull information from object and its parent fields but I want the reverse way.

 

 

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• Official comment

  

  Christopher Ragland

  • October 03, 2022 21:21

  Hello Sumeet,

  Thank you for reaching out to us via the Forums!

  Have you tried Salesforce Lookup Fields?

  You would need to lookup the child object from the parent account.

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