On the standard 'Account' Object, there is a Look-up field 'Purchase Order Rule' (POR). When creating a new account, upon save if the POR field is Blank I want it to auto populate with the value 'Services & Expense' I have been attempting to use a flow for the update and process builder to trigger the flow.

Currently tI have created a 'Record Lookup' with a variable (ID) and a 'record update'.If one record fails the process does not continue, it's almost an 'all or nothing' situation! I'm trying to do this without a trigger. I'm new to Salesforce, any ideas?

  • Can you give us a screenshot of your visual workflow and the elements within it? More detail is needed to see just what you have set up. A record lookup shouldn't fail automatically just because it does not find a record. Mar 5, 2015 at 15:15

3 Answers 3


You can't do a field update on a lookup. You should be able to do it with a flow. It should be a record lookup on the reltated object(POR) to retreive the ID(based off of name) and then a record update to assign that ID to the lookup field on the account.


Use Process builder.

In IMMEDIATE ACTIONS there is option Set new field values for the records you update give this

  1. Field= Account ID
  2. Type = ID
  3. Value = 001xxxxxxxxxxxx //your Services & Expense Id

Use workflow field update, as your scenario is static update field with formula and give static value.

  • Good suggestion Nash. You may want to elaborate a bit more to give your answer a bit more substance for those who might not completely follow it.
    – crmprogdev
    Mar 5, 2015 at 20:58
  • You cannot update a lookup field with standard workflow field update rules.
    – Eric Clay
    Mar 23, 2015 at 21:24

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