1

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?

3
  • please refer to trailhead.salesforce.com/en/modules/business_process_automation/… its a good starting point and will help address your question
    – glls
    Commented May 20, 2017 at 2:01
  • Are you going to create 'Outcome' records from 'Volunteer Hours' records? Commented May 20, 2017 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
    Commented May 20, 2017 at 18:08

1 Answer 1

0

You cannot use Process Builder for this. You have to write logic in Apex trigger to populate the field in the before Insert event.

Not the answer you're looking for? Browse other questions tagged .