I am requesting if anyone could help me with a requirement below.
I have 2 custom objects below with the same fields.
Engagement__c and Bank_Searches__c
Both Objects contain the same fields and they have no relationships between them.
In the Engagement__c custom object, when a user selects "Bank Account Search" in the Primary_Purpose__c picklist field and "Approved" in the Approval_Status__c picklist, I want those records to be clone in the Bank_Searchers__c custom object.
Can this requirement be completed using Workflow or Process builder even though there is not relationships between the objects?
If not, what is another solution? Creating an Apex Trigger?
3 answers
+1 on the Process Builder suggestion. Forrest, I would recommend always trying to accomplish your requirement using a declarative tool like Flows or Process Builder or Workflows when possible. Custom programmatic development should always be the last resort for any use case. Here's the perfect guide/tutorial to get you started on both Flows and Process Builder:
https://developer.salesforce.com/trailhead/module/business_process_automation
