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Archana Ranjan 님이 #Data Management에 질문했습니다
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

 

 
답변 1개
  1. 2018년 10월 12일 오후 2:15

    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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