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hi im brian hayes im a consultant with rotiv were an official sales force partner and we help small businesses automate their processes in this video im going to show you how to use a formula field to reference a value on another record now lets take a specific scenario lets say that we have a field on the account object for credit status and that could be net 30 net 60 credit card only or maybe even do not work with this person but we want to get that data under the opportunity record so theres plenty of situations where a sales team is working primarily off an opportunity record or a service team is working primarily off of cases and they might need to see data of related records in the place where theyre typically working so in this scenario we have this field on the account but we want to make it visible on the opportunity now the wrong solution here would be to create a brand new pick list or text field for that data because what youd be doing is replicating that data so