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Hi All,

I have a requirement where I want to update values from 1. B_Caller First Name and B_Caller Last name(both text datatype) into Name field (Name datatype) 2.Best Call Back Time-Caller (picklist value) into Best callback Time-Patient(picklist value) 3.Caller street,Caller state,Caller city,Caller zip(all text data types into Address field (address datatype)

When Copy Caller to patient checkbox is checked.

Please help me !!


1 Answer 1

  1. You can create a process in lightning builder to complete where you will define Copy Caller to patient checkbox as entry criteria. this is very simple and easy method where you don't need to write any code

    Go to Setup-> Create-> Workflow & Approval -> Process builder.

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if you are unfamiliar with process builder you can learn this from trailhead


  1. You can write a trigger on your object (before insert, before update) which can perform the same operation.
  • Hi Himanshu,I am new to workflows and validation rules,I don't have knowledge about triggers,is it possible through workfows and validation rules Dec 17, 2015 at 20:16
  • yes that is possible using workflow and process builder is advance version of workflow which gives you power to define workflow by point and click in interactive UI.
    – Himanshu
    Dec 17, 2015 at 20:19
  • Can you please help me in this Dec 17, 2015 at 20:27
  • yes sure. follow the steps as shown in screenshot.
    – Himanshu
    Dec 17, 2015 at 20:28
  • check the process builder from trailhead developer.salesforce.com/trailhead/business_process_automation/…
    – Himanshu
    Dec 17, 2015 at 20:30

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