Linking 3 objects

Question

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?

Sunil Sarilla · Answer

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.

Linking 3 objects

Data Management

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