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Financial Account object - Join Field Value

edited Aug 6, 2014 10:09AM in CRM On Demand - Administration (MOSC) 5 commentsAnswered ✓

We have repurposed one of the Financial Vertical objects in our implementation.

Object Name - Financial Account

The field that allows a lookup to tie a Financial Account record to the standard Account object is called "Business Account".

When I create a new record and tie it to an Account, I also want to bring over some other information.

How do I use JoinFieldValue for this purpose? (or an alternate method)

What are the Object names and ID that I need, to bring over the Shipping address from the account page?

Thanks

Gaurav

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