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Michele ToscanoMichele Toscano 

Is there a declarative way to perform a lookup based on three columns (criteria) in a lookup table and return a value from a 4th column from the lookup table into a custom field without having to write a trigger?

Michele ToscanoMichele Toscano
Opportunity to product to profitability.  I need the result in a field on the opportunity level but there is only a lookup relationship between profitability to product.  Can't seem to do it via process builder with the way the relationships are currently built out.
SalesFORCE_enFORCErSalesFORCE_enFORCEr
I don't think I understood your question completely. 
Michele ToscanoMichele Toscano
3 tables: Opportunity- Product – and Profitability Opportunity can have a product; a product can have profitability. The link between product and profitability is productid. No direct link from profitability to opportunity. In the profitability table- lists product, fiscal year, region and then cost 1, cost 2, cost 3 and UOM. Today, when entering an opportunity and selecting a product- it pulls various attributes from the product table and auto-populates the values. Easy. It also contains the region and fiscal year (although only in a formula). However, tomorrow- if I want a custom field from opportunity to have a value auto-populated based on one of the profitability costs- given the opportunities region, fiscal year and product- I’ll need to do a 3 column lookup to arrive at cost 1 to transfer to the opportunity. Does that make sense? Without writing a query/trigger- I am not sure if this can be achieved declaratively- such As with process builder or some other workflow. Or is there? Regards, Michele Toscano Senior Applications Specialist Cabot Corporation Office: (678) 297-1455
SalesFORCE_enFORCErSalesFORCE_enFORCEr
Got it. Thanks for the explanation and you are correct, it needs code to get information from Profitability to Opportunity.