I have a custom object 'X', while creating a new record in object 'X' there a lookup field related to account object, when i select any account name 'Vinay' then the 'vinay' related account record field should be auto-filled in the 'X' object like email,phone,billingCity? how to achieve this?
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is it ok with you that after saving the X object record with only selecting the account, it should automatically populate???– sanket kumarCommented Aug 3, 2018 at 13:48
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no i want to pre populate the account fields after selecting the the account id from the look up in the 'X' object before saving the record.– Venkat NarayanCommented Aug 7, 2018 at 16:34
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@sanketkumar no i want to pre populate the account fields after selecting the the account id from the look up in the 'X' object before saving the record.– Venkat NarayanCommented Aug 7, 2018 at 16:35
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1 Answer
If you do want to edit those field values then You can use Formula fields and use the formula like below
Account__r.Phone
if You want to edit these fields after saving the record then Go For Process Builder OR workflow to update the Field values in Object X from Account. To update the fields formula will be same as above
Account__r.Phone
The criteria for Process Builder will be Account Not Null
Note: - Use the Correct API name and Use Insert Field option to Select the Field
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i have 10 fields which should be auto filled by selecting an account record. by using formula fields can we auto fill all that 10 fields at a time? Commented Jul 31, 2018 at 12:24
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that all fields should be auto populated while selecting an account record in look up Commented Jul 31, 2018 at 12:25