I am building my first DDL. The main object is Account. I need to display Contact information (email, phone, etc.) for a contact lookup on the account. It's not clear to me how to drill up to get additional information.
I'm new. What's the obvious solution?
Thanks so much!
Yaakov
+7Here is a video that could help. What you need to do is create a new Salesforce Object relationship in the Document Package. In your case, you have an account and you need a contact. Make sure you select "Lookup from what you have" in the "Related by" field.
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