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Samsonite admin update account field on case level
hi there
Concerning a mail - to case.the mail is coming from a specific email address off course.
When such a case is created I need to update the account on this case.
It seems I cannot use a simple workflow because account is not available in the drop down (go only knows why, this could be to easy....).
Anyone got a clue how to do so without writing any apex code ?
thank you
Jeffrey
Concerning a mail - to case.the mail is coming from a specific email address off course.
When such a case is created I need to update the account on this case.
It seems I cannot use a simple workflow because account is not available in the drop down (go only knows why, this could be to easy....).
Anyone got a clue how to do so without writing any apex code ?
thank you
Jeffrey
Use can use process builder. When there is relationship between objects Process builder lets you update the records related ( In your case its Account records ) to actual record (In your scenario its Case record).
Please refer to below links:
https://help.salesforce.com/articleView?id=process_action_update.htm&type=5
https://force-base.com/2016/10/02/process-builder-update-child-records-based-on-changes-in-the-parent-record/
Hope this helps! Please mark as best if it does.
Thanks