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SandrineSandrine 

update a field on account if the record is created by certain profile

Hello,

I have below object
Account
 CustomPicklist__1 (values: abc, def, ghi)
 Custom1__c (formula: values can be AB or BC or IL or US )

I am writing a process builder with this entry criteria
NOT($User.ByPass_WF__c) &&
NOT(ISNULL([Account].Custom1__c)) &&
CONTAINS("IL:US", [Account].Custom1__c )
&&
OR($Profile.Name == 'XYZ',$Profile.Name == 'ZZ1')
Usecase:
When the entry criteria is passed then the CustomPicklist__1  is set to abc ( CustomPicklist__1 =abc)

I am not able to specify the profile name in process builder.

Is there any way to implement the usecase.
I want to do it with process buider if not then Trigger

thanks for suggestion
 
Best Answer chosen by Sandrine
Vivian Charlie 1208Vivian Charlie 1208

Hi Sandrine,

 

You cannot traverse the relationship values during inserts, since references have not been set unless the record is inserted. Any attempt to access Owner.Profile.Name results in a flow exception.

 

Instead you can use a workflow. For the workflow field update you can use a formula to check the owner profile

 

IF(Owner.Profile.Name = 'System Administrator', 'Admin', 'Non Admin')


Similarily you can add your other necessary checks. Only if this does not suffice should you opt for a trigger.

 

Thanks

Vivian