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Business Platforms & EA · Intermediate

Cross-Object Formula

Formula field that references fields on parent records through relationships, up to 10 levels away.

Definition

Cross-object formulas traverse lookup or master-detail relationships from child to parent using relationship names, such as Account.Industry on Contact. They cannot reference child records; that needs roll-up summaries.

Example

Account.Owner.Email on an Opportunity formula.

Exam tip

Cross-object formulas go child to parent only, with a 10-relationship span limit.

Related terms