How do I relate a custom field from a Custom Object to a custom field on a Standard Object?

Question

I created a Custom Object (MELA), also created custom fields.

Now I need to create a Workflow rule that pulls in fields from 2 standard objecs (Account & Opportunities) and 1 field from the custom objec (MELA).

How do I get access to the MELA fields within the code of the WF?

Thanks in advance!

Sunil Sarilla · Accepted Answer

I am assuming when you say you want to create a workflow rule, the action is email alert and which includes fields from MELA , Account and Opportunity object right?

Looking at your Relationships, what is possible you can write a workflow on MELA object and you include the fields from MELA and Account Object. Since MELA and Opprtunity does not have any direct relationship generally you cannot include any fields in the email alert but you can rollup fields from opportunity and then inlude it on the MELA object.

You cannot write a workflow either on Account or Opportunity that will include fields from all 3 objects and in order to accomplish that you need an apex code

Sunil Sarilla · Answer

How is the MELA object related to Account and/or Opportunity?

How do I relate a custom field from a Custom Object to a custom field on a Standard Object?

Data Management

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