You need to sign in to do that
Don't have an account?
Static Dev
Cross Object update of fields
Hello,
I have this question if some one can help. I need to update a field on Account object based on field from Lead.
Using a WF field update. I know once lead is converted it asks to create a new account.
If i write the WF on lead object how to update field on account. How to pull that field which i need to update into WF Updates
Please let me know.
Thanks in advance.
I have this question if some one can help. I need to update a field on Account object based on field from Lead.
Using a WF field update. I know once lead is converted it asks to create a new account.
If i write the WF on lead object how to update field on account. How to pull that field which i need to update into WF Updates
Please let me know.
Thanks in advance.
Example:
If there is no relation filed between Lead and Account object, then it's difficult to identify which account record need to be updated through programmatically also? If you have any logic or link between the lead record and account record then you can use the Process builder (https://developer.salesforce.com/trailhead/en/business_process_automation/process_builder) to update the fields in the account record.