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metchickmetchick 

Cross Object Field Update

Hi all,
 
I have created a very simple formula:
 
IF(
ISPICKVAL( Product2.Family , "Prod1"),
ListPrice > UnitPrice ,
NULL)
 
I want to use this as a workflow.  This was fine.  Now I want to add a field update based on this rule to change a record type on an Opportunity and there are no options in the Approval Process or Workflow Alerts to allow this to happen based on my criteria.  I don't understand why the Product/Opportunity are not linked to begin with....
 
Does anyone have any suggestions for a workaround?
 
L
KierenJamesonKierenJameson
Have you checked this out? https://help.salesforce.com/HTViewHelpDoc?id=workflow_cross_object_field_updates.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=workflow_cross_object_field_updates.htm&language=en_US)?

Unfortunately you can only do cross object field updates between standard objects with master-detail relationships, and the opportunity-oppproduct relationship is a lookup relationship.

What you could do is do this programmatically, or possibly use visual flow and/or process builder.