Salesforce Demo: Cross object formulas - adding lead owner email to lead record

This video shows how to add the lead owners email to the lead record using a cross object formula.

One benefit of doing this is so that you can report on lead owners email (unique field) and potentially saves you using a vlookup command from report export from the user object and lead object.

Some objects support different object types for the Owner field, such as a User, Queue, or Calendar. On objects that support this behavior, when creating a cross-object formula using Owner, you must be explicit about the owner type you’re referencing.

For example, if you need owner email and you don’t use queues, your formula would be Owner:User.Email. If you do use queues, your formula could be:

IF( ISBLANK( Owner:User.Id ), Owner:Queue.QueueEmail, Owner:User.Email )

Here’s how you would select Owner object fields on a Lead in the Advanced formula tab: