1

I am creating a child record on creation of lead using Process builder. This works except that it cannot take the parent record id into child record. This is always blank.

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Is there a way we can create a child record and link it up with the parent record using process builder?

3

I have replicated your use case at my DE and it works perfectly.

Here is the Process Builder configuration

Create Child Record

And, here is the child record created during Parent Lead record creation

Child Record

  • Are you firing this on record creation? – Prady Nov 8 '18 at 9:02
  • Ok looks like its working now. Not sure why it didnt before. Will need to see if that was an one off situation – Prady Nov 8 '18 at 9:07
  • Yes, I am firing on record creation – Santanu Boral Nov 8 '18 at 9:07

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