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Below I'm trying to explain how the objects are linked to each other and what needs to fetch from an indirectly related object. I want to update a field on Order object based on the value of a field CPN__c which is in the Customer Part Number object. Now the scenario is somewhat like this.

How the source object is related?


Customer Part Number has Lookup(Product), Lookup(Account) 
Product has Lookup(Order) 
Order has Master-detail(Account)
Order has Lookup(Account) Not important.

Relationships

Objects includes in the scenario.

1. Account
2. Order
3. Product
4. Customer Part Number
  • Order has master-detail relationship with Account.
  • Order has lookup to Product.
  • Customer Part Number has lookup to Account and lookup to Product.

There is no direct link between Order and Customer Part Number objects. I need to pick a field CPN__c value and display it on the Order object's detail page.

Any ideas will be highly appreciable.

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    is there a field in Order with the value of the customer part number? – cropredy Aug 25 '16 at 14:40
  • I think there's something more here you didn't describe. What does it mean that there is unique CPN for each Order? Do you mean that there always is a CPN that points to the same Account and Product, that some other Orer points to ? – Bart Juriewicz Aug 25 '16 at 14:47
  • @BartJuriewicz It is the actual field that I need to show on the orders detail page. There is nothing more important than this. We can assume that there is a field which needs to retrieve that's it. CPN is just a code a simple text field. – Superman Aug 25 '16 at 14:51
  • @cropredy I'm trying to retrieve that customer part number from the Customer Part Number object into the Order object. – Superman Aug 25 '16 at 14:52
  • Ok, so what does point 3. mean? I mean, what is the logic behind it - How should we know what CPN should be there? Should it be CPN that points to the same Account and Product as Order? Or something else ? – Bart Juriewicz Aug 25 '16 at 14:52
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What are the relationships here?

Account : Orders = one : many

Account : Products = one : many or many : many ?

Account : Customer Part Number = one : many

Orders : Products = many : one or many : many ?

Orders : Customer Part Number = many : one or one : one ?

Products : Customer Part Number = one : one or one : many ?

Once you have the relationships defined, you should be able to update the Customer Part Number on the Product using a Process that runs a Flow. We need to know the relationships in order to determine the criteria for the Process and in order to determine the steps in the Flow.

  • while useful in getting clarification from OP, this isn't really an answer – cropredy Aug 25 '16 at 16:32
  • I beg to differ, the text "Once you have the relationships defined, you should be able to update the Customer Part Number on the Product using a Process that runs a Flow. " sure sounds like an answer. Sorry If I put my material in the wrong place. – GSquared Aug 25 '16 at 17:29

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