Cross-Object Updates with Lightning Process Builder

  • Jonathan Keel


One of the most useful features that sets Lightning Process Builder apart is its ability to update fields on objects related to the main object being worked with. So while Salesforce Workflow can be configured to work with a Case object and then have an update performed on a field on that Case, it cannot be configured to update the related Account if the requirements arose to do so. This is because Case has a Lookup field for relating to an Account.


Case Record Criterion Node Record Type Case Field Case Object 
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Copyright information

© Jonathan Keel 2016

Authors and Affiliations

  • Jonathan Keel
    • 1
  1. 1.San AntonioUSA

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