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JC5 Person Life Event
Hello. Is there a way to update the "Event Date" field in the Person Life Event Object with what is entered in the "Birthdate" of the Account Object (PersonBirthdate). If so, how can this be done? I'm pretty new to Salesforce and trying to get an understanding of how these two fields can be related so that the user doesn't need to enter the birthdate twice. Any help would be apprreciated. Thank you.
https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_personlifeevent.htm
If you have an existing relationship between Account and PersonLifeEvent object then try using process builder else you would need a developer who can implement custom apex logic to update the field.
Thanks,