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Topics#Data ManagementFrage von Glenn Daly
Glenn Daly (Pod Point) fragte in #Data Management
11. Mai 2016, 20:59

Linking 3 objects

I have the account object which links to a training object. The training object then links to a payment object. I want to be able to have a related list on the account object containing the payments. How should I go about this?
1 Antwort
  1. Sunil Sarilla (M&G Investments)
    11. Mai 2016, 21:24
    Hi Glenn,

     

    You can do the below

     

    Create a Custom Lookup Field on Payments which looksup to Account Object.

     

    provided you have access to Process Builder, Create a Process on Payments Object which will update the Account field on the Payment object referencing the Account thats on the Training Object.

     

     
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