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Associating Policy record with an Account
I have a Policy object that has a field called Partner Code. I have an Account object that also has a Partner Code field on it. The Account partner codes are already in the system, and new Policy records are fed in the system with partner codes.
I have a lookup field on the Policy object called Partner Account, which looks up to the Account. I need to update this field with the matching Account if the partner codes on both records match. What is the best general approach for this? I tried to complete this with process builder without success.
I have a lookup field on the Policy object called Partner Account, which looks up to the Account. I need to update this field with the matching Account if the partner codes on both records match. What is the best general approach for this? I tried to complete this with process builder without success.