We have object called
Account_Code__c, which the
Account object has lookup relationship to. In other words, a single
Account_Code__c record may have multiple child
Account is created or edited with a certain
Type, I need to update few fields in the
Account_Code__c record with values from current
I tried with formula, process builder and workflow, none of them would help me achieve this functionality. I guess only option I have is trigger on
Am I missing anything in workflow, process builder or in formula ?
More Business process
Account Code represents a family of all related
Account records. Let's say all TechnoMajor company global HQ, Country HQ, Subsidiary or any other acquired companies are represented by one account code TEM.
Account Code just has a
Serial Number and
Account Code fields. we wanted to add one new field
Global HQ Account Name.
Account Code object record must look like below.
**Serial number** **Account code** **Global-HQ Name** 00001 TEM Techno Major Inc.
Account Code is created first in and all related
Account records are added later as part of business process.
When business person adds an account with type 'Global HQ' corresponding account name must be populated in
Account Code object.