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Topics#Data ManagementPergunta de Sekhar CPQ
Sekhar CPQ (SFDC) perguntou em #Data Management
12 de nov. de 2018, 14:50

I want to trigger to lookup value based on other lookup in the recorded in salesforce?

I have two custom objects to they both lookup same account i want auto populate lookup in the second objects with first object id based on the account.
1 resposta
  1. Amnon Kruvi (The Architech Club)
    12 de nov. de 2018, 14:57
    You could try doing this with Process Builder.

     

    Build a process with a criteria step that checks the following:

     

    1. Lookup2 is changed (is changed = true)

     

    2. Lookup2 is not empty (is null = false)

     

    3. Lookup1 is empty (is null = true)

     

    If the criteria is met, set the value of Lookup1 to Lookup2.

     

    You can create a second criteria step to populate Lookup2 is Lookup1 is populated.
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