Just curious, what is the best practice when you need to do a cross object field update and no master-detail relationship exists? I want to have the Stage picklist field on the standard opportunity object update to a specific value, when the status field on our custom Contract object is set to Signed.
Can this be done in Process Builder? or is this something we would need to write Apex code for?
Thanks so much as always!
Best,
Marie
6 respuestas
You should be able to do it using the Process Builder and select
Select a record related to the Opportunity
