I'm decent with formula fields, and I've created a couple of processes -- but because I want to "join" on something other than a lookup field, I don't think I can use formulas or processes, is that right? (I've never used triggers, but my client has asked me not to use them in this situation, so even if triggers would work that won't help me here.)
I could create some kind of junction object that would link my two unrleated objects, but it would need to be maintained automatically (adds/updates/deletes), and I don't know if there's a way to do that.
All ideas would be GREATLY appreciated. Thanks!
7 risposte
Hi Hank,
This is definitely possible in salesforce without writing trigger. You are right on your thinking that workflow or formulas will not work to retrieve value from unrelated object.
The only way you can achive this without writing trigger is using combination of process builder and flow to achieve this . Process builder configured for specific object can execute visual flow as one of action when a specific object record is being created or updated and record meets the entry criteria (or no criteria so always execute flow when record is update or created).
In your case lets say Object A has record being updated and entry criteria for process is A.status = 'Complete' then execiute flow which takes an input as matching variable(as per your description field which is common between 2 objects and acts as filter). Flow will take input supplied from process builder and perform record look up on unrelated object B and retrieves matching record. Once look up action on flow retrieves the record you can update the record on Object B with respective value from object A's input variable passed by process builder.
Apart from running flow from process builder You can also trigger flow via custom tab or button if you don't wish to run it from process builder.
Check following article on invoking flow from custom tab and process builder.
https://developer.salesforce.com/docs/atlas.en-us.workbook_flow.meta/workbook_flow/measure_satisfaction_7.htm
https://help.salesforce.com/HTViewHelpDoc?id=process_action_flow.htm&language=en_US
Let me know if any question...
Thanks
Snehal
