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I have two custom objects, say "Accounts" and "Invoices" . I have created a look-up field "Accounts name" on the "Invoices" object referenced to the "Accounts" object. Also, another field "Email" that I created on "Invoices" object. So what I would like to do is to get the "Email" field automtically populate based on the account that is chosen on the "Invoices" object. 

 

Can someone walk me though this ? 

 

Also, is it possible to do this through process builder or workflow..? or do i have to write a Apex code for that ?  
4 Antworten
  1. 12. Feb. 2016, 16:12
    Thanks for your response Sunil, 

     

    I think the second approach would be more appropraite for my use case. Can you help me get started on this ? 
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