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Is is possible to populate lookup field using Workflow or Process builder? I want to populate the lookup field based on the value of another field which is not lookup.

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  • What kind of data does this other field hold?
    – Adrian Larson
    Oct 1, 2015 at 6:50
  • Hi @AdrianLarson, this other field is a text field which will be same as Lookup object records "Name" field value. Oct 1, 2015 at 7:15
  • If you are using data loader that is standard functionality. You need to clarify expected behavior when there are multiple matches or no matches.
    – Adrian Larson
    Oct 1, 2015 at 7:38

2 Answers 2

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I think the easiest way to do this is to use a headless Flow triggered by the Process Builder as in a Flow you can assign a text string to a picklist or as I have done with 2 picklists on different objects where I have used a variable to take the value from one to copy it to the other.

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You can use Process builder to update lookup fields The Action to set new fields should be of type Reference.

Example: Field: Case [a lookup to case on customObject customObject__c]

Type: Reference

Value: the field on customObject

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  • Hi @Shruthi,thanks for your reply. I tried with Process builder but you can select only lookup field as value. I want to select lookup record based on non lookup field value. Oct 1, 2015 at 8:56
  • I am afraid you can solve this only via code. Either use before trigger or apex invocable method in process builder.
    – Shruthi
    Oct 5, 2015 at 2:27

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