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Archana Ranjan a posé une question dans #Data Management
I have custom field on Account called "X" which I want to update with  Recurly id. On "Recurly Account" object "Account" is lookup field.

 

Recurly id is available on "Recurly Account" object.

 

Field update on lookup object

 

 
1 réponse
  1. 12 oct. 2018, 14:15

    Are you familiar with process builder? Sounds like you could acheieve this with a process. Alternatively, if you just want to display the ID of the related record as a read only field you could use a formula. 

     

    Either way, you can pull data from related records by going to the related object with the ">" arrows. It would be similar to the screenshot below (but would be different objects/fields)

     

    Are you familiar with process builder? Sounds like you could acheieve this with a process.

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