I have a Standard pick-list field on Accounts Called "Type" and i have another Custom pick-list field called "Business unit" on the object called "Asset Tag". There is no master-detail relation ship between these objects. But there is a look-up relationship on the "Asset Tag" object. So whenever i save an Asset Tag record with type pick-list value as "EV". I want update the "Account type" pick-list field value to "EV".

I looked in to few portals and found out that we can do it using process builder and the i started to build a process. But i am stuck in the middle.

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I don't know what to do next. Because I want the account record to update. But it is asking me further select another object's record.

What should i modify?

1 Answer 1

  1. Toggle back to "Select the Account record that started your process"

  2. Click back on "Select a record related to the sme1__blah checkbox"

  3. Important: instead of clicking the drop down search for Account String, it should show you 2 options as below, one with > arrow and one without '>' arrow. choose the one without '>' and click Choose

  4. From there you can drill down into Account fields and set the type. Make sure you switch the Type* from "String" to "Reference" to access the sme1__blah object fields.

    Select a record related to the contact

  • Hey I was able to figure out the issue. I found Account Below it. Everything is working fine. Thank you. Rao Commented Mar 30, 2017 at 18:32

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