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I have four custom objects. Three objects are linked to the fourth (main) object via a lookup. The fourth main object has an email field. I am looking to auto copy the value of the email address field into the email address field in each of the other three objects. I also want the field to update if the main email address is changed. I have shown a brief overview below;

Custom Object A - My main custom object which contains the master email address field
Custom Object B - Lookup field to object A, contains an email address field
Custom Object C - Lookup field to object A, contains an email address field
Custom Object D - Lookup field to object A, contains an email address field

Email address fields within custom objects B,C,D need to be updated using the main email address field in custom Object A and continued to be updated each time the main email address changes.

Any help would be greatly appreciated.

  • 2
    Hi Chris, welcome to SFSE. What exactly is your question? Could you please post the code you have developed or any steps you have taken towards your desired result - no one is going to write an entire trigger for you, and there are plenty of samples online for this use case (very common) if you search. – Brian Mansfield Apr 28 '15 at 14:00
  • Hello Bri, Thank you. Sorry I could not see any triggers that were similar to mine when I looked. – Chris Apr 28 '15 at 14:03
  • As a start, you create a trigger on Object A that fires on update (and insert if you want - it sounds like you do). In the trigger, you use SOQL to retrieve the records of Object B, C, D that are related to the record of Object A that is firing the trigger. From there, it is straightforward to update the fields on the B, C, D records from the A record. Not to open a can of worms, but also make sure it's bulkified (capable of handling large sets of worst-case records without hitting governor limits). – Brian Mansfield Apr 28 '15 at 14:12
  • Thank you, and would a trigger fill in the email address field of the custom objects or would the field that I need to auto update need to be text based field as I need them to be email address field due to a workflow I have setup for them. – Chris Apr 28 '15 at 14:16
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    If they are child-objects, can't you use a formula field to pull the email 'down' into the child records? Maybe I'm misunderstanding the question. – HomerJ Apr 28 '15 at 14:18
2

You can create a formula field in the Child objects to fetch the email from Parent.

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