I've never used the process builder before, but I believe it is the solution for my issue. I need to update a field on a related object once my custom object is created.
Here is my process so far:
5 réponses
Process builder works with both lookup or master detail relationship. you can perform 2 way update from parent to child and or child to parent fields. Process builder overcomes limitation of work flow rule which can only update parent. For your use case definitely process builder is answer.
