Now that we have created a formula field to pull in the Account's phone number on the Project, we find that the display format is lacking. In this lesson, we adjust the formula for the Account Phone.
I have grabbed an example formula from StackExchange, which is linked below and then adjust it to fit the api name of my desired field.
Here is that final code that I used for my formula to provide the proper phone formatting that I was after:
"(" & LEFT(Account__r.Phone, 3) & ")-" & LEFT(RIGHT(Account__r.Phone, 7), 3) & "-" & RIGHT(Account__r.Phone, 4)
Resource:
StackExchange - Display a phone number formatted in a formula field? -
https://salesforce.stackexchange.com/questions/95955/display-a-phone-number-formatted-in-a-formula-field
In this lesson, we create a Geolocation field on the Account object.
Resource:
Geolocation Custom Field - https://help.salesforce.com/articleView?id=sf.custom_field_geolocate_overview.htm&type=5
In this lesson we create a percentage field to track the percentage complete on projects.
In this lesson we create a Checkbox field to denote whenever a Project has deliverables. We will use this new, custom Checkbox field as a controlling field in a field dependency with a multi-select picklist.
