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SandrineSandrine 

Update a value on Account from other object using a combination of processbuilder and flow

Hello,

I have object like below

Account
  CustField1__c [Lookup to object CustObj1__c]

CustObj1__c
  Name [Text] Standard field
  CustomField2__c [Text]
My Usecase:

I have below Algorith to implement
  
If( CustomField2__c  == 'EEF')
  Then On Account CustField1__c = "Name of EEF"
Basically, i want to populate the name of the EEF, if it it present on Account.

I want to do it using combination of processbuilder and Flow,

thanks for suggestion !






 

Best Answer chosen by Sandrine
Vivian Charlie 1208Vivian Charlie 1208

Hi Sandrine,

 

Just to clear few things here....

CustField1__c is [Lookup to object CustObj1__c], this will ALWAYS display Name value for the parent record and will never change (unless you change the lookup OR you change the parent record name).

 

Thanks

Vivian