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Michele 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 ToscanoOpportunity 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.
I don't think I understood your question completely.
Michele Toscano3 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
Got it. Thanks for the explanation and you are correct, it needs code to get information from Profitability to Opportunity.