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Nikhil Tripathi 13Nikhil Tripathi 13 

Hi Dev Team,

I have to fetch Accounts(object) Customer Name field and Project(Object) project name field....
In my custom objects one field using flow.
Please help 
Best Answer chosen by Nikhil Tripathi 13
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Nikhil,

The flow should be recordtriggered flow as below on custom object.

User-added image
I used this as formula 
  
OR(ISNEW(), ISCHANGED({!$Record.Account__c}), ISCHANGED({!$Record.Project__c}))

In the above formule Account__c is the lookup field of Account on custom object and Project__c is lookup field to project on custom object.

2) Now I added update triggering record element as below.

User-added image
Now save the flow and activate it.

Let me know if you face any issues.

If this solution helps, Please mark it as best answer.

Thanks,

All Answers

Sai PraveenSai Praveen (Salesforce Developers) 
Hi Nikhil,

Can you confirm what is the relation between custom object and Account and same way project and Account.

Can you also confirm when this flow should trigger?

Thanks,
 
Nikhil Tripathi 13Nikhil Tripathi 13
There is a look up relationsip between my custom object and account and look up between custom obj and project obj.
Now what i have to do , i  have to build a flow that will get values  of accountname from account and project name from project and i have to fetch that value to my custom objs field . Can you guide me further ?how to build flows for it
Sai PraveenSai Praveen (Salesforce Developers) 
hi Nikhil,

Thanks for sharing the information. Need one more details like which is parent and which is child object in these lookup relationships so can share the flow logic based on it.

Thanks,
 
Nikhil Tripathi 13Nikhil Tripathi 13
custom object is child for both other objects account and project ,
I have build it thgrough formulas , but using that data whenever i am trying to serch that particular record there blank search for that particular data.
We have previoulsy done it for opportunity using workflows but now salesforce has disabled workflow , can't able to produce the same.
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Nikhil,

The flow should be recordtriggered flow as below on custom object.

User-added image
I used this as formula 
  
OR(ISNEW(), ISCHANGED({!$Record.Account__c}), ISCHANGED({!$Record.Project__c}))

In the above formule Account__c is the lookup field of Account on custom object and Project__c is lookup field to project on custom object.

2) Now I added update triggering record element as below.

User-added image
Now save the flow and activate it.

Let me know if you face any issues.

If this solution helps, Please mark it as best answer.

Thanks,
This was selected as the best answer
Nikhil Tripathi 13Nikhil Tripathi 13
can we connect on meet whenever you are free.
this is my mail id nikhiltripathi77704@gmail.com
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Nikhil,

Let me know when you are free as comment here so can share gmeet  link for the same.

Thanks,
 
Nikhil Tripathi 13Nikhil Tripathi 13
This requirement is done now, thanks for the help .