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Eric Boller 14 How to populate/create lookup relationship with the ID
Hello,
How can you create a lookup relationship using the ID for the related record? For example, we have a lookup relationship from leads to contacts. There is a field on the leads containing the ID of the contact that the lead should be joined to. How can we automatically create this association?
How can you create a lookup relationship using the ID for the related record? For example, we have a lookup relationship from leads to contacts. There is a field on the leads containing the ID of the contact that the lead should be joined to. How can we automatically create this association?
If you have a lookup relationship defined on the Leads object to the Contact object, all you need to do is place the ContactId in that field and insert/update the record. That's it!
Eric Boller 14How do I do that though? Doesn't look like a workflow can copy the value there?
Workflow cannot, but Process Builder can!
Eric Boller 14Good idea. It looks like I'm only able to populate a lookup field with another lookup field. I want to populate a lookup field on the Lead with a text field from the lead. Am I doing something wrong?
Hmmm - good point. Sometimes I love getting surprised by things. You may be looking at a trigger here if that feature isn't delivered with Summer '15 next weekend. =(
Eric Boller 14Darn, thanks for trying anyways. Obviously I'd prefer to stay away from a trigger for something so simple if possible. Any other ideas on how to accomplish this?
Ya know, have you played with Flow? Flow gives you a LOT of flexibility this way - and if you make it trigger-ready you can call it from Process Builder (no code!)