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skiptomylou11 Record Creation via Process Builder - Store ID of created record
Hello,
We have a process which upon Opportunity creation, creates a record entry for a custom object which is linked via Lookup to the opportunity.
I now want to get the ID of the created lookup record and store it in a dedicated field on the opportunity.
Any idea if I can achieve this with the standard feature of Process Builder or whether APEX is needed?
Many thanks!
We have a process which upon Opportunity creation, creates a record entry for a custom object which is linked via Lookup to the opportunity.
I now want to get the ID of the created lookup record and store it in a dedicated field on the opportunity.
Any idea if I can achieve this with the standard feature of Process Builder or whether APEX is needed?
Many thanks!
Just create another process using process builder on Custom object and select on record creation and then get the record id of custom object and then store it on opp and update
Hope this helps..!!
All Answers
Just create another process using process builder on Custom object and select on record creation and then get the record id of custom object and then store it on opp and update
Hope this helps..!!
Thanks Vamsi,
I got it to work.
Best regards,
Patrick