April 13, 2015
Cross referenced fields are the fields on another object that you can reach out to from your starting object. For instance, if you want to access a field in the Contact record from a custom object that is linked to the Contact object, you can do this in your flow without doing a Lookup to the Contact record.
The syntax for a cross reference in a Flow follows the same rules as in other areas of Salesforce: “LinkFieldNameOnStartObject__r.EndObjectFieldName”. For example, let’s say you have already done a FastLookup or RecordLookup to a Contact record and you now need the name of the Account that contact is associated with. Instead of using another Lookup to get the Account record, you use a cross reference to access any of the fields on the account, like “Account.Name” or “Account.CustomFieldName__c”.
In my example I have a custom object with an API name of MembEnroll__c that is linked to a Contact record. In my Flow I needed to get a custom field on the Contact record called “MembType__c”, but I didn’t want to waste another Lookup to do this (especially since the Lookup would be located within a loop).
But what I found is that the Flow would not allow cross referencing in an Assignment element. Bummer!
Luckily I figured out a work-around that is relatively easy, but does require an extra step that seems a little silly to have to do, but such is the way of things, right?
The workaround is to do the cross reference in a formula and then use the formula in the Assignment element.
There you have it.