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  • Rod M. Tyler
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Auto-populate Account lookup field based on another field

On the Case object we have the standard lookup field to the standard Account object. I also added a field called "Login_ID__c". We have this same field (Login_ID__c) in the Account object as well. Now when the user enters a Login ID in the case object, based on the value in the Login ID field it should auto populate the Account lookup field because each Account record has a unique Login ID. I have tried using a workflow and process builder but to no avail. From what I’ve researched, I think it’s possible to do this with an apex trigger but I am not familiar with apex at all. Can anybody help me out or offer any insight? Thank you.