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allriseallrise 

Flow Value from parent to child record

Hello

 

Can anyone please provide me pointers.

 

I want to design module where in when we update the Parent account description field. This value to flow down to related childs record. Child accounts are related to parent account with through parent account Id field. Rough diagram shown below.


Parent Account one
      Child Sub Account One
             Child Sub-Sub Account two


So when we update description field of "Parent Account one" field same value flows down to "Child Sub Account One" and "Child Sub-Sub Account two" account records.

 

Also, there are no levels defined.

 

Please suggest.

 

Cheers.

Allrise

Vinit_KumarVinit_Kumar

You should create an Apex Trigger on Parent Account one object on update event so that when you update the Parent Account one record,it should update the related  Child Sub Account One and Child Sub-Sub Account two records.

 

Please go through the below link as how to create an Apex trigger in salesforce :-

 

http://techman97.wordpress.com/2012/07/18/how-to-write-a-basic-apex-trigger/

 

 

http://shivasoft.in/blog/salesforce/step-by-step-salesforce-tutorial-%E2%80%93-creating-trigger-and-test-cases-%E2%80%93-6-of-6/

allriseallrise

Thanks Vinit for the response.

 

I have fairly good understanding for writing an apex triggers. 

 

But for the this requirement, I am not able to develop the logic of how the triggers has to be written. Can you or anyone please share any code snippet if you developed something similiar.

 

Any help will be highly appreciated.

 

Cheers.

walters954walters954
A little late on this post but this is definitely possible for anyone else that comes along with flow and process builder no code required.
Check out this video that shows off how to conditionally update child records using flows.
https://youtu.be/S15XLpjzz3I

If this helped make sure to make it as the best answer.