Skip to main content
Topics#Data ManagementAbby Sisk's Question
Abby Sisk asked in #Data Management
Mar 25, 2016, 8:38 PM

Best Practice: Lookup Field - Record Owner Manager on Custom Object

I have a custom object related to the Opportunity object and I'm trying to create a look up field that auto fills with the Opportunity owner's manager.  We use the Manager field on the User object.

 

I created a process builder to fill in the look up field, but it errors out every time I try to save the custom object record. 

 

Any help would be appreciated!
6 answers
  1. Will Ulmer (PwC)
    Mar 26, 2016, 3:26 AM
    What's your use case for populating a lookup rather than a formula field ... sending emails, perhaps?

     

    Thinking through this, I realized a few scenarios would need to be handled via process builder in order to keep this manager lookup in sync on your custom object, for instance: 

    1. Opportunity owner changes
    2. Opportunity owner's manager changes
    3. Custom object's opportunity parent changes (potentially not applicable depending on your use)

    Either way I think that you should be fine if you set the lookup via ManagerID from your Opportunity owner's user record. Let me know how it turns out!

Write an answer...
0/9000