Displaying Additional Salesforce Information for Lookup & Select Fields

In this guide we will explain the variety of information you can display as an additional fields when using the Salesforce Lookup field or selecting records on the Salesforce Select element, you will need to use Salesforce object field API names.



1. Standard Salesforce object fields. All standard field types are supported except the “Lookup” data type fields. For lookup fields you will have to create a formula field to display it as an additional field.




2. Custom Salesforce object fields. Please use the exact API names.




3. Display Billing & Shipping Address as an additional information.


To display the Billing Address as an additional information you will need to use the following API names: BillingStreet,BillingCity,BillingState,BillingPostalCode,BillingCountry


To display the Shipping Address as an additional information you will need to use the following API names: ShippingStreet,ShippingCity,ShippingState,ShippingPostalCode,ShippingCountry





4. Display Salesforce Lookup data type fields as an additional information. You will need to create a formula field for the Object you are using for the Lookup or Select elements.


4.1. Display Account Name when searching for Contact records:


Create a new custom field.



Select “Formula” as the field type.



Name the field label.



Select “Text” as the return formula field value.



Insert “Account.Name” as the formula’s value.



Save the custom field.



Next input the new custom formula field API name in your Salesforce Lookup or Salesforce Select element.




4.2. Display the Record owner’s name as an additional information:


Create a formula field with “Owner.FirstName + " " + Owner.LastName” as the formula’s value.



Input the new custom formula field API name in your Salesforce Lookup or Salesforce Select element.





5. Display local date and time as additional lookup information. You will need to create a formula field for the Object you are using for the Lookup or Select elements.


Create a new custom field.



Select “Formula” as the field type.



Name the field label.



Select “Text” as the return formula field value.



Create a formula field with the following value ((Please change the 0 values to the time zone you have set in your Salesforce as opposite values) Also please change the “date_timee__c” custom field to your Salesforce date/time field) :


TEXT(MONTH(DATEVALUE(date_timee__c)))+"/" +TEXT(DAY(DATEVALUE(date_timee__c)))+"/" +TEXT(YEAR(DATEVALUE(date_timee__c)))


& "," &


IF(VALUE(MID(TEXT(date_timee__c-(0/24)),12,2))>11,

TEXT(VALUE(MID(TEXT(date_timee__c-(0/24)),12,2))-12)&

MID(TEXT(date_timee__c-(0/24)),14,3)&" PM",

MID(TEXT(date_timee__c-(0/24)),12,5)&" AM")


For example: If Salesforce time zone is set to GMT-4



Then please change the “0” values to “4” (If time zone is a negative value then please use positive value in the formula).



Input the new custom formula field API name along with any other field names in your Salesforce Lookup or Salesforce Select element.





For any questions please contact us - support@formyoula.com



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