Calculated fields on relationship rules
CS Rules & Permissions
I went to create a relationship rule with a calculated field and was shocked (shocked, I say!) to find that it wasn't an option.
It should be!
It should be!
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Thanks for this post. The following things that you could do for rules on Account cannot yet be done for rules on Relationship and we intend to achieve a full feature parity.
1) Creating calculated fields (even for account rules, the calculated fields do not give reliable results when we have instance or user level data in source)
2) Choosing an account identifier when there are multiple fields on the source object looking up to an account
3) Including accounts where data in unavailable
Thanks,
Sidhu
Do you think you'd be able to address your use-case using a Relationship Bionic Rule instead? We recently added a pretty robust formula builder under the "Transformation" task. Details are available here.