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Glenn Nyhan 54
Moving Displaying Data In Unrelated Object Fields
I have a lookup field on the Opportunity record called Primary Fund (name of the fund to which a donation is posted), and I would like that data to be available in a field on the Contact object called Fund Name. I can't use a cross object formula. Is there a way to do it Process Builder?
You can create a process builder on Opportunity and update related Accounts. (You will have to create a technical hidden field on account that will hold the Fund Name Value to trickle down to Contacts).
Once you have the Primary Fund Value from Opportunity into the Account's technical field, simply create a Formula field on Contact to pull value from the Technical field on Account.
Hope this helps!
Veenesh