I have a task and call saved search. How can I source the actual record it's related to? I don't just want the company. I want the contact or Opportunity etc. Formula field to achieve the record.parent?

AI generated answer (using internal Slack threads):

To source the actual record related to a saved search, you can use the

{recordname.fieldname}

formula. The

recordname

in your formula is the ID of a join. You can create a search on the record that you're working with and then use the formula builder and the field dropdown. Find the field that you're after and then see what it translates to. If the field you are looking for is not available in your formula, you may need to create another field to select your sales order, and then have a second field source data from the sales order select field. For example, if you are trying to get the primary contact info from an invoice saved search, you would need to go to the customer record, since that's where the contact is. Select the "Customer Fields..." linked record and then select the "Primary Contact" field there. If you need more of the contact's details than just the name, you'll need to run a customer record saved search, or choose a different reporting method. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******