1

I have a custom object 'X', while creating a new record in object 'X' there a lookup field related to account object, when i select any account name 'Vinay' then the 'vinay' related account record field should be auto-filled in the 'X' object like email,phone,billingCity? how to achieve this?

  • is it ok with you that after saving the X object record with only selecting the account, it should automatically populate??? – sanket kumar Aug 3 '18 at 13:48
  • no i want to pre populate the account fields after selecting the the account id from the look up in the 'X' object before saving the record. – Venkat Narayan Aug 7 '18 at 16:34
  • @sanketkumar no i want to pre populate the account fields after selecting the the account id from the look up in the 'X' object before saving the record. – Venkat Narayan Aug 7 '18 at 16:35
1

If you do want to edit those field values then You can use Formula fields and use the formula like below

Account__r.Phone

if You want to edit these fields after saving the record then Go For Process Builder OR workflow to update the Field values in Object X from Account. To update the fields formula will be same as above

Account__r.Phone

The criteria for Process Builder will be Account Not Null

Note: - Use the Correct API name and Use Insert Field option to Select the Field

  • i have 10 fields which should be auto filled by selecting an account record. by using formula fields can we auto fill all that 10 fields at a time? – Venkat Narayan Jul 31 '18 at 12:24
  • that all fields should be auto populated while selecting an account record in look up – Venkat Narayan Jul 31 '18 at 12:25

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.