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WellerH Wrapping my head around cross object workflow limitations
Am I understanding correctly that there's no easy way to use information from an Opportunity related to an Account to update fields on that Account?
I'm trying to populate a custom date field on our Accounts with a date on a custom Opportunity field. I realize there's no way to do this using straight workflow rules & field updates, but is that the end of the story?
If I'm reading the salesforce help info correctly (and may not be, it wouldn't be the first time!), if I have a custom object, I can create cross-object workflow rules and field updates that aren't possible with standard objects. Or is there more to the story than that? Would it be simple to just create a new replacement custom object in place of accounts to get this functionality, or would that create more problems than it would be worth? Curious to hear if anyone has gone to that extreme just to get cross object workflow working.
Any other advice or workarounds would be greatly appreciated!
I'm trying to populate a custom date field on our Accounts with a date on a custom Opportunity field. I realize there's no way to do this using straight workflow rules & field updates, but is that the end of the story?
If I'm reading the salesforce help info correctly (and may not be, it wouldn't be the first time!), if I have a custom object, I can create cross-object workflow rules and field updates that aren't possible with standard objects. Or is there more to the story than that? Would it be simple to just create a new replacement custom object in place of accounts to get this functionality, or would that create more problems than it would be worth? Curious to hear if anyone has gone to that extreme just to get cross object workflow working.
Any other advice or workarounds would be greatly appreciated!