Process Builder Not Auto-Updating

Question

Hi Everyone,

I have a Process Builder for a Custom Object, Partner Prospecting. The Process Builder is suppose to update the Partner Prospecting record with a value from the related Account record once a specific update happens on that related Account record.

However, the update only happens if I click edit and save (with or without making any actual edits) on the Partner Prospecting record. It doesn't auto-update.

How can I get the Process Builder to automatically update the Partner Prospecting record without having to click/edit the record?

Thanks,

Boshra

Tom Bassett · Accepted Answer

Hello,

For this to happen you'd need to build the Process Builder based off of the Account Object.

That way whenever a Account is created or edited the related Partner Prospecting record would be updated.

Thanks, Tom

Vipin Kumar · Answer

Yes, of course!! Thanks Tom, that did the trick :)

Process Builder Not Auto-Updating

Automation

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