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prachi arya
How to query matching records to a specific record without using apex?
I am using a professional edition. I have a field Matching_Records__c on Lead object which I want to get populated with a link which would contain matching records to that specific record on the basis of some fields ( like Required_Type__c or Required_Price__c on Lead Object) . The query needs to be done on other object records ( LikeType__c and Price__c on Product__c Object).
What are the approaches I can follow in this case when I can't use any apex?
What are the approaches I can follow in this case when I can't use any apex?
Thaier Issa
Maybe you can use a lookup to both objects so they talk to each other, then use the data loader to update previous records, and then implement a process builder that automatically populates the records with each others record ID's whenever a new one gets created?