Scenario: Custom Entity field is showing all Entity Types (Partners, Customers, Vendors, Contact, Employee, etc.) instead of just the parent record associated with Contact.
To resolve this, create a custom formula field to source the parent's entity type:
1. Navigate to Setup > Customization > Entity Fields > New.
2. Enter a label for the field.
3. Select Type = Free-Form Text.
4. Deselect Store Value.
5. Select Contact under Applies To tab.
6. Select Main for Display tab > Subtab field.
7. Select Inline Text for Display Type field.
8. Select Formula under Validation & Defaulting tab.
9. Enter Default Value = {parent.type}
10. Click Save.
Actual Result:
The entity type of the parent record displays automatically when user creates a new contact via Customer, Partner, or Vendor or select an Entity from the Company Name field.
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