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I have a custom object calling meeting notes that has a lookup field for the Account, Opportunity, and Contract. When I create a new Meeting Note from the opportunity I would like the account name of that opportunity to fill on the account look up field.  Is this possible?
3 answers
  1. Jan 5, 2017, 4:32 PM
    Hi Valerie,

     

    This is definitely [possible using the process builder... Have u used the process builder before U can use it to populate lookup fields.. Lemme know if u need any help with that
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