Hello Salesforce Community! I am a biginner salesforce Admin and I am tryinig to create outlet tracker. The picture above shows my problem, I would really appreciate it, if you can help me out on this.
My objective is... According to the picklist value that I chose from parent object 1, I would like to show relevant page layout in object 3.
Thank you very much for your help!!
3 answers
You will use Process Builder for that. The Process will detect the field selection in the Parent, then do an "Update Records" action to set the record type on all the child records.
