Hi
Opportunity is a lookup from account
custom object 'achievements' is a look up to account
I want to create a formula field on the acievement object to pull field values from the opportunities.
Can anyone help me on how I would go around this?
Thanks
5 risposte
I'm a big proponent of Trailhead. Check out this module on using the process builder
https://developer.salesforce.com/trailhead/business_process_automation/process_builder
This is also a pretty slick tutorial that would help as well
http://developerforce.github.io/lightning-process-builder-tutorial/
