Hii Rahul 1:Go to Setup > Process Builder > New Process > Enter Name And The Process Start By Record Changes 2:In Add Object Select Account Click On When Record Is Created Or Edited Click Save. 3: In Add Criteria Give Criteria Name And In Set Condition Section Select CheckBox Field Equal > Boolean > True Click Save. 4:In Immediate Action Add Action Type Update Records Give Action Name In Record Type Select Record Related To Account In The List Search Contacts Select Contacts 5: In Set new field values for the records you update Select CheckBox Field From Contact Object You Want To Update Boolean > True Click Save
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thanks charu, but i want it in process builder scenario, suppose account RA mark as important using checkbox all contact in RA accounts auto mark as important. iplz help in it
thank u charu ,i really appreciate ur detail ans,look i am beginner in sfdc iwork as intern , logic is too complex n my superior said it is just 3 diagram n from ur diagram i unable to build process builder. so in short logic he explain it to me is create important (checkbox)field on object account and another on contact (checkbox type). then create process builder on account update.if important is checked in account -update all contact and check important checkbox. his hint was use accounts important field in field in field reference. plz help if just write steps it will also fine.. i really appreciate it ..i struck it in forever type.plz help
Hii Rahul 1:Go to Setup > Process Builder > New Process > Enter Name And The Process Start By Record Changes 2:In Add Object Select Account Click On When Record Is Created Or Edited Click Save. 3: In Add Criteria Give Criteria Name And In Set Condition Section Select CheckBox Field Equal > Boolean > True Click Save. 4:In Immediate Action Add Action Type Update Records Give Action Name In Record Type Select Record Related To Account In The List Search Contacts Select Contacts 5: In Set new field values for the records you update Select CheckBox Field From Contact Object You Want To Update Boolean > True Click Save
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hi charu and many many thanks i try it and really work ..hope u help in future me and other beginner like myself. nowdays its rare to share or help without any expectation ..thanks ..have a nice day
thank charu , it help lot, after one more thing by process builder which contact check as important send automatic email like subject ur specail contact of account how to acheive it in same process builder which u answered.. thank you in advance
1:Go to Setup > Process Builder > New Process > Enter Name And The Process Start By Record Changes
2:In Add Object Select Account Click On When Record Is Created Or Edited Click Save.
3: In Add Criteria Give Criteria Name And In Set Condition Section Select CheckBox Field Equal > Boolean > True Click Save.
4:In Immediate Action Add Action Type Update Records
Give Action Name
In Record Type Select Record Related To Account
In The List Search Contacts Select Contacts
5: In Set new field values for the records you update
Select CheckBox Field From Contact Object You Want To Update Boolean > True
Click Save
Please Mark It As best Answer If It Helps
Thank You!
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Hii Rahul
Tyr Below Formula
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Try Below Process
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plz help if just write steps it will also fine.. i really appreciate it ..i struck it in forever type.plz help
1:Go to Setup > Process Builder > New Process > Enter Name And The Process Start By Record Changes
2:In Add Object Select Account Click On When Record Is Created Or Edited Click Save.
3: In Add Criteria Give Criteria Name And In Set Condition Section Select CheckBox Field Equal > Boolean > True Click Save.
4:In Immediate Action Add Action Type Update Records
Give Action Name
In Record Type Select Record Related To Account
In The List Search Contacts Select Contacts
5: In Set new field values for the records you update
Select CheckBox Field From Contact Object You Want To Update Boolean > True
Click Save
Please Mark It As best Answer If It Helps
Thank You!