function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
AbAb 

Update CustomAccountLookup field by account on update of Opportunity

Hello,

I have below config:
Account
   Oppourtunty
     Quote
       field (LookUptoAccount__c)
I have below usecase,
When an account is updated on Opportunity, i want that all the quotes should update LookUptoAccount__c with the name of account, 

how can i do it ? workfow or rocessbuilder, thank you in advance
Best Answer chosen by Ab
Maharajan CMaharajan C
Hi Sandrine,

You have to use Process Builder.

1. Create the Process Builder in Opportunity.
2. Set the criteria as [Opportunity].AccountId  IsNull Boolean False.
3.
Create the Field Update:
    a. In the record type choose the Select a record related to the Opportunity 
    b. Choose the LookUptoAccount__c   and select type as (Field Reference) and Value as ( [Opportunity].AccountId ).  If LookUptoAccount__c is lookup field use the value as( [Opportunity].AccountId ).or it's a text field only you want to display the Account Name value as ([Opportunity].AccountId .Name)

Thanks,
Maharajan.C