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Trying to create a table which contains data from the Task object, Opportunity, Contact and Account. I want to capture the tasks that have been created against the opportunity, but obtain the email addresses that are located on the contact’s object. The contact object is related to the Account object. I have managed to only use the Task object but missing the connection to the Contacts to obtain more data, especially the email addresses.


This diagram illustrates a simple flow of how our data is structured.


Any tips on how I can get the emails from the contact object on my table would be great. I’m also trying to avoid placing the data in a drawer.


Thanks again!

There could be multiple emails addresses since there could be multiple contacts. Or is there something on the Task, Opp or Account that specifies a particular Contact?

Yes there is. A custom field on the Account called: Partners__c


There is Lookup filter on the Contact object for Partners__c


The Opportunity has a formula text field that comes from the Account, Partners__c


There are also, 2 checkboxes that help filter a task and opportunity: Position__c

Sorry. This is very hard to follow. Looks as though you can isolate the email address by using a UI only formula field with the MODEL_LOOKUP function. MODEL_LOOKUP(Lookup_Model_Id,Model_Field_To_Return,Model_Field_To_Search,Search_Value)

Yeah maybe I overcomplicated it 🙂 I’ll test your recommendation and let you know. Thank you!

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