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[Music] hello and listen guys I am reading the new set up and today we are gonna discuss cross of the formula piece especially we are going to discuss four points for this what is cross of the formula and when to create it second how to create it and just show you that how to create a cross object formula third one the French between close off they can custom formula fee and the fourth one is notes to take care values reading cross of the formula so let me start with the first point that is what is Clause of the formula fits and when do you need to use it before starting with this explanation let me tell you the basic definition of Clause of the excel formula field which will find everywhere that is browser objects formula fields are the formulas that span related of this and reference merge fields does it really sound difficult rasoi let me simplify it for you this look over here okay there are two objects of the KN of the B both of these objects are related to each other objects a is on the one side of the relationship where object B is on the many side of a relationship like this is an example of this type of relationship account invert an account and contact both are the standard objects of sales books which are related to each other contact is on the many sides of the relationship and account is on the one side of the relationship you create growth of this formula fees whenever you want object is reports fields to be visible on the object B is record let's discuss with this example okay are there two account records on in our Salesforce account for the first one is ABC software in the second one is XYZ clothes there are three people working in this ABC softwares one is done Gary and David and in x-rays close there Louie and then volume who are working into the so this is our account account and these are our contact records this contact record is related to this account and this one temperature record is related to this account this contact a written a gargoyle is related to this account if you want the website filled of this account record to be visible on the contact record also then you will create a cross object formula field on the contact object if you will create a press of the formula field which will refer this website field of account of this then on the contact record of John's there will be a website visible W lymph node abc.com and on the Geary it will be the same Delta blueblood abc.com whereas in GUI and Mario's contact records the website will be W dot xyz.com this is how cross of the formula field school now as we understood this voltage cross object formula hidden where do we need to create it it's time to create one so the next step is how to create a cross object formula field so create a cross of the formula field in field so there is no particular step or there is no particular button or action which you can take you just need to create a formula data type field on the object on which you want to show the field of the related object that is of the one side object let's take the example which we are taking us which will take an order accounting for tag we just have to create a formula field on the contact object which will refer a field of account object that is all what we call as a cross of the formula field there is no other thing which is specified in sin so that this is the way you have to create across subjects formula filters you just have to create the formula fields in which the formula will read for the field of another related object and that how this should be on the one side of the relationship so let's jump in and see how does it work and there were some Ariel back with our all and now I am going to show you that how to create a cross object formula field we're going to create a cross of the formula field on the contact object which will to look at the website field on the account object so let's see that we have two accounts over there first is ABC software who is the trade name is w load abc.com and the second account which we have is X I see clue where website is xyz.com and there are two contacts working in this account Louis and Mario that see balu is recorded here then no feel like website mentioned over this and what you want to do is we want to show the website piece of the account on this contact record and same with Mario is recorded over here we want to show the website W toward xyz.com and here are three accounts on Geary and David on Gary's account on a show a website which is its associated accounts website that is abc.com so let us just start creating with us on let us create a cross of the continent to create applause of the combinable on the contact object will quickly go to the setup menu and type in full tag then we'll go to fields over this will create a new custom scene with a formula datatype cross of the common of fields are just formulas nothing else so we just have to create a formula and in that formula will simply create a field called as accounts website and the return type should be text or whatever the case on the field you are getting from the one side object here we'll simply go to account with this arrow this is the relationship will not go with account ID we'll simply go to account with the arrows so that we can refer the feeds of the one side object that is account here all the fields present in the account object so we want to select website and we'll simply insert it taken text no errors please land freezes lands next this is the sea level security which you can set according to you all and just save it now let's go to ABC software's contacts which are Kerry John and David in Gaddy you can see that his accounts website wapt.com and let's see what's build John's accounts website feel it's the same liberal dot abc.com the frequent we have created a cross of the Comba luckily the one side feel is showing more on the many cyber Corps team and let's take what happened with actually close contact that are Louie and Mario on the Louie we are getting xyz.com so this is how you have to create a cross object from the hopefully understood document congratulations you have successfully created a cross of the formula field but you must be thinking that what is the basic difference between cross optic foramen ovale and custom formula field so let's have a look over this okay custom formula field only record fields of object on which it is created what that means is that if you are creating a formula field on a contact object and that formula will refer the fields of contact object only then it will be considered as a custom formula field whereas in cross of the formula fields these fields ripples fields of related object also what that means is that if you are referring accounts field on the formula field which you're creating on contact object then it will be considered as a cross object formula field so this is the basic difference there is nothing like cross of the table of field existing is just a formula field which is referring feels of another related object that's it and it comes to the second point with this and it can be used in another other custom formula field and cross of the formula C custom formula field can be used in other custom formula greens as well as in the cross of these formulas whereas in cross of the formula fields you cannot use like I mean cross of the common occurrence cannot be used in custom formulas otherwise those custom formula fields will be considered as cross subject formulas only because they are indirectly referring the field of another related object so this is the basic difference between cross of the formulation and custom formula see the fold is the most important point that we need to discuss in the notes about Clause of the formula fields which may need to take care when creating a gross object community so come out to the first point objects a and object B are related to each other and this relationship can be any one of Master details or lookup there's no compulsion that the relationships should be of material only or lookup only it can be any of the one second can never feels a pretend relationship so what that means is that you will type in the fields which have failed relationships away from the box it on which you're creating that cross of the prognosis and if you want that to limit to increase like a currently instead and if you wanted to increase in 15 you can fall you know that uses for support and they can increase it to 15 if required however the third point 8 by 5 cells security and sharing settings what that means is that imagine you have two objects like account and cases both are related to each other account can have multiple cases you have access to the cases of object records but you do not have the access to account of the records but if there is a field displayed on the page layout of our cases record which therefore is the fields of account record now then you can able to see that fields on pages records so that means is that if you do not have the access to accounts of objects and you have a close up a formula window contains record which records the field of account we even see that field so it bypasses security Chariton so you need to take care of that wherever you are referring them like fields of another object the user should have the access of it otherwise it will be by pathology or she can see that that field of a particular object of this record which it doesn't have that remember the fourth point cross of the formula fields can be referred in role of summary fields we discussed a formula is Kathy okay so like there are object a and object B for all s of R equals other relationship should be master-detail and you want that Olek object is there should be a field on object any target is a data object B is record in that situation you would need a rule of summary field and that all of so many field will be applied on one particular field of object B that particular field can be custom formula field but cannot be closed of the formula field yes so this is the fourth point I'd agree to take care of and the fifth in the fifth and last point is can only let us see some object on one side cross object formula fields can refer the field of one side of a relationship like of thing these clothes of the cobbler filling and refer to object is record records field but why suppose I cannot happen because it it really make sense like a full let's take the example of a fountain contact only you have a sound and you have multiple contacts associated with it you are creating the cross of the compliment on the contact records that contact the ghost cross of the former field is referred to the account records field because it is related to one one record of account ollie but in the situation where you want to record from - field on account object then we have multiple Dakota regardless associated multiple contact records associated with that particular account so there is an ambiguity that from which record we should get that field so cross objects formula which can only read fertile fields over one side of a relationship at all you can say that on a period side of the relationship so all these points you need to take care of including cross of the formula C and that's it now as you have become the Salesforce cross object formula please expert it's time to subscribe to the channel on YouTube specially if you are watching this video on Facebook there is a link down in the description this feedback link go to the YouTube channel and hit the subscribe button to get weekly videos all related to Salesforce so C matrix element for tickets