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


I have object like below

  CustField1__c [Lookup to object 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 Ab
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).