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Topics#Customer ServiceDomanda di Alexis Vasquez
Alexis Vasquez ha fatto una domanda in #Customer Service
12 apr 2019, 21:32

Can user's name from user object be pulled if a custom field for user initials match the initials we load on records in a custom object?

On the User object I have a custom field for Customer Service rep initials. On a custom object I have a field with the record's Customer Service rep initials, which is data loaded.  What is the best practice to pull the user name from the User object if the custom field for Customer Service rep initials match on both objects?
8 risposte
  1. Om Prakash (AppyCrown Private Limited)
    12 apr 2019, 23:19
    Hi,

     

    We can achieve this by Flow and process builder.

     

    Please create a process builder on your custom object, which will call a flow.

     

    In flow query will be happen on User Object with criteria Service rep initials, and custom object records will be updated with desire value if user records found.

     

     I have demonstrated a similar use case here (for two custom object).

     

    https://success.salesforce.com/answers?id=9063A000000pduEQAQ

     

    https://youtu.be/wbzsWqmf77Q

     

    Please give a try and let us know if any query.

     

     
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