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We have an 'Outcome' object with lookup to 'Volunteer hours' object. We created a Lookup field in the 'Outcome' object, that should be auto populated based on a field value and show on page layout. Is this possible using process builder and how?

  • please refer to trailhead.salesforce.com/en/modules/business_process_automation/… its a good starting point and will help address your question – glls May 20 '17 at 2:01
  • Are you going to create 'Outcome' records from 'Volunteer Hours' records? – maniac coder May 20 '17 at 5:04
  • that's correct all fields data except lookup field is read from online forms and into salesforce as newly created 'Outcome' records. The lookup field need to be read from salesforce itself based on a field value. – user43521 May 20 '17 at 18:08
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You cannot use Process Builder for this. You have to write logic in Apex trigger to populate the field in the before Insert event.

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