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Eric VEric V 

Populate and update a lookup field based on a lookup field on a child record

Hi,

I'm trying to build a a process builder and a flow to populate and update two lookup fields in Contact (a custom field and reportsto) based on another lookup field which is in a child record of Contact. It's the first time that i'm using a flow. 
Does anyone can help ? 

Thanks,
Eric
Best Answer chosen by Eric V
Amit Singh 1Amit Singh 1
Hi Eric,

Clarify me if I am on the right path? You wanted to update contact record field there will be the relation with Contact and Object B?

If yes, You need to build a process builder on Object which will check if the checkbox is true or Not if true then Update Contact record filed with by using the value from Record B.

For action Select Update records and then select "Select a record related to the Object_B__c" and find Contact Lookup/Master field. Then you can update the field and Value of Lookup field will be the reference to the Object Lookup field.

For ProcessBuilder refer below links.

https://trailhead.salesforce.com/en/modules/business_process_automation/units/process_builder​

http://developerforce.github.io/lightning-process-builder-tutorial/

Hope this helps :)

Thanks,
Amit
 

All Answers

Amit Singh 1Amit Singh 1
Can you elaborate your requirement so that we can suggest you best solution.

Thanks,
Amit
Eric VEric V
I have a record in object C related to a record in object B throught a lookup_b__c. In the record B, when a checkbox is ticked, i want to populate a lookup field in the contact record with the same lookup in B. 

Is it clear enough ? 

Thank you Amit. 
Amit Singh 1Amit Singh 1
Hi Eric,

Clarify me if I am on the right path? You wanted to update contact record field there will be the relation with Contact and Object B?

If yes, You need to build a process builder on Object which will check if the checkbox is true or Not if true then Update Contact record filed with by using the value from Record B.

For action Select Update records and then select "Select a record related to the Object_B__c" and find Contact Lookup/Master field. Then you can update the field and Value of Lookup field will be the reference to the Object Lookup field.

For ProcessBuilder refer below links.

https://trailhead.salesforce.com/en/modules/business_process_automation/units/process_builder​

http://developerforce.github.io/lightning-process-builder-tutorial/

Hope this helps :)

Thanks,
Amit
 
This was selected as the best answer
Eric VEric V
Thank you agin Amit ! 

It works just fine. 

Have a good day !