We have a custom object Meeting_Note__c.
When a new Meeting Note is created and the Meeting_Type__c picklist equals Financial Plan Review, I want to copy the Meeting_Date__c (which is not the Created Date) to the Last_Financial_Plan_Review_Date__c field on the Account object. What forumula would I use to accomlish this? Thanks.
2 answers
Sounds like a job for Process Builder. I wouldn't use a formula field because there can be several meeting notes to the one account. Use Process Builder with the criteria you had mentioned and use Update a Record immediate action to update the related Account record. When you are searching that field, you select a record related to the one that started your process and look for Account ID -> Last_Financial_Plan_Review_Date__c Field Reference the Meeting_Date__c
