If you'd like to add a formula field to the Engagement object to access Lead and Contact fields, we recommend writing the formula to get the value from the Contact if the Contact field has a value, otherwise get it from the Lead. This ensures that you get the value from the active Contact rather than the old converted Lead in the event that the Engagement is associated with both records. This situation typically occurs when a Lead is converted to a Contact, and the Engagement remains associated with both the original Lead record and the new Contact record.
Example:
IF(
NOT(ISBLANK(Contact__c)),
Contact__r.FavoriteColor__c,
Lead__r.FavoriteColor__c
)❗Important Note:
This formula will reflect the current value on the Lead/Contact, not necessarily the value at the time the Engagement was created. This is key when using these fields in reporting. For example, you might be referencing Lead/Contact fields that pertain to an ongoing sales process on an Activation that represents a previous sales process. For this reason, we recommend using descriptive field names like "Lead/Contact Current Status" to make it clear that this reflects the present value, not the historical value when the Engagement was created.
Alternative Approach: If you’d like to use the field in Integrous BI Dashboards, consider using the "Fields from Related Objects" feature in the Admin Console, which automatically handles this logic and keeps values synchronized without requiring custom formula fields. See the relevant Fields From Related Objects article.