Formula for Primary Contact Title
This is the Primary Contact on the Account (Organization Field). It's automatically created when you put that person's name into the field.
Primary CCHF Contact Email
Note the double underscore after npe01. We'll need that for the Title.
We needed to create this field in order to have the Primary Contact's email.
We'll need to do the same for the Title field.
Testing with Worldstouch
Tested the email on Worldstouch and it worked. So we'll try to replicate this for the Title.
Creating the custom field:
Click Formula and then click next.
Select Text in this case and click Next
Worldstouch | Organization | Salesforce
Create the Formula
Note that when we put a double underscore after "npe01", that's really all we need to replicate this formula for the title. Click check syntax and notice there are no errors.
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