Hey guys, I've searched but haven't seen this exact scenario, so perhaps I'm wording it wrong, but here goes on the explanation, in hopes to get some guidance.
Scenario, in point form:
I have a custom object = Sessions
I need to relate Sessions to the standard object, Accounts, using the Account Name
I have two fields on Sessions to accomplish = Account Name (lookup to the Account standard object), and = Account Name Submitted
Sessions entries are submitted via webform, so I am using a custom field to capture the Account name = Account Name Submitted
The idea is that the Account Name Submitted is what the user submits, and what I want to do is have a trigger or process that looks up the Account Name Submitted, determine if there is a match to an Account Name in the system, and if so, update the Account Name lookup field on the custom Sessions object to created the association
Any guidance is appreciated - do I have to write code/trigger for this? can I use Process Builder or Flows? Other options? I thought this might be a common scenario, but perhaps I'm not searching using the correct salesforce vocabulary.
Hey guys, I've searched but haven't seen this exact scenario, so perhaps I'm wording it wrong, but here goes on the explanation, in hopes to get some guidance.
Scenario, in point form:
I have a custom object = Sessions
I need to relate Sessions to the standard object, Accounts, using the Account Name
I have two fields on Sessions to accomplish = Account Name (lookup to the Account standard object), and = Account Name Submitted
Sessions entries are submitted via webform, so I am using a custom field to capture the Account name = Account Name Submitted
The idea is that the Account Name Submitted is what the user submits, and what I want to do is have a trigger or process that looks up the Account Name Submitted, determine if there is a match to an Account Name in the system, and if so, update the Account Name lookup field on the custom Sessions object to created the association
Any guidance is appreciated - do I have to write code/trigger for this? can I use Process Builder or Flows? Other options? I thought this might be a common scenario, but perhaps I'm not searching using the correct salesforce vocabulary.
