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SFDC Forum 9
How to auto populate the field value
Hey Folks,
Please advice.
I have two objects with master detailed relationship. Contact and its plans.
I have custom field on contact where i have to populate its value as YES if "XYZ" plan is listed for that contact else as "NO"
Please assist the effective way to achieve this.
Please advice.
I have two objects with master detailed relationship. Contact and its plans.
I have custom field on contact where i have to populate its value as YES if "XYZ" plan is listed for that contact else as "NO"
Please assist the effective way to achieve this.
You can create a process builder on plan(child) object and update contatct(parent) field.
If this solution is usefull for you, Please mark as a Best Answer to help others.
Regards
Mukesh
For instance, as a call center rep, i get call , I will open that contact , when i see detiled page, this field should be populated automatically. (I dont think we have any event to trigger)