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Leonard Silon 8 Need to update owner based on another object
I need to know if this is possible with process builder or need it in a trigger.
1. I have a contact object with a field named Territory
2. The territory field is a lookup to the custom object named territory
3. on the territory object it contains a field named "external owner". This is a system entered field that does not look up to the user record
What I need is if the terriroty is manually changed on the contact, then the contact owner name changes to the new owner. How do I look up on the user object to link it to the new owner of the contactss automatically when the territory changes?
1. I have a contact object with a field named Territory
2. The territory field is a lookup to the custom object named territory
3. on the territory object it contains a field named "external owner". This is a system entered field that does not look up to the user record
What I need is if the terriroty is manually changed on the contact, then the contact owner name changes to the new owner. How do I look up on the user object to link it to the new owner of the contactss automatically when the territory changes?
Create input parameter with for Username.
Update the text with user First name, last name. since its not a lookup filed so like will not be show.
set the criteria in process builder associate this flow with process builder when the criteria met.
kinldy refer the link below,
https://automationchampion.com/tag/launch-flow-from-process-builder/
hope this will help you.
Thansk
karthik
All Answers
use process builder with flow for assign new Owner insted of writing much code in trigger with Mixed DML operation. while using process builder Mixed DML will take care in built. so gohead with process builder.
Hopw this will help you.
Mark it best ANSWER if its clear.
Thanks
karthik
Create input parameter with for Username.
Update the text with user First name, last name. since its not a lookup filed so like will not be show.
set the criteria in process builder associate this flow with process builder when the criteria met.
kinldy refer the link below,
https://automationchampion.com/tag/launch-flow-from-process-builder/
hope this will help you.
Thansk
karthik