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Topics#Salesforce DeveloperFrage von Santosh Kumar
Santosh Kumar (ABC) fragte in #Salesforce Developer
20. Mai 2016, 16:36

Cross Object update of fields

Hello,

I have this question if some one can help. I need to update a field on Account object based on field from Lead.

Using a WF field update. I know once lead is converted it asks to create a new account.

If i write the WF on lead object how to update field on account. How to pull that field which i need to update into WF Updates

Please let me know.

Thanks in advance.
1 Antwort
  1. Karanraj Sankaranarayanan (Auraforce Technologies Inc)
    20. Mai 2016, 17:31
    When there is no relationship field between Lead and Account object we can't even use Process builder to update the account object field when there is update/insert the lead object.

    Example:

    If there is no relation filed between Lead and Account object, then it's difficult to identify which account record need to be updated through programmatically also? If you have any logic or link between the lead record and account record then you can use the Process builder (https://developer.salesforce.com/trailhead/en/business_process_automation/process_builder) to update the fields in the account record.
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