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Sai saran 8
By using Process Builder can we update records in child object?
By using Process Builder can we update records in child object?
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Yes, you can update child records using process builder.Please find the explanation below.
The Process Builder allows you to update child records whenever the parent record is modified. Here's how:
- Create a new Process.
- Select the Record you would like to update. Example record in account Object.
- Define the Criteria.
- In "Immediate Action," select Update Records.
- Click on the "Object" dropdown: Select the Account record that started your process and select a record related to the Account:
These are radio buttons and only one can be selected and to update child records you need to select send option “Select a record related to the Account”- In "Find a field," look for the child object name you want to update.
- If child object is a Custom Object the name would contain "__r" at the end.
- Select the Child Object name, and then click Save.
- In "Set new value" section, define the field that you want to update in child records and what value it should contain
- Click Save.
Similar steps can be used to update lookup fields using process builder too.Please find example for the same in below link:
- https://success.salesforce.com/answers?id=90630000000CxzbAAC
- https://success.salesforce.com/answers?id=90630000000CtkDAAS
Kindly mark this post as solved if the information help's so that it gets removed from the unanswered queue and becomes a proper solution which results in helping others who are really in need of it.Best Regards,
Nagendra.P