How do I automatically update a lookup field in Salesforce?
Auto-populate the lookup field with Process Builder
- Step 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder.
- Step 2: Choose Object and Specify When to start the Process. Click Add Object.
- Step 3: Define Criteria.
- Step 4: Define Immediate Actions.
- Step 5: Activate the Process.
Can Process Builder update a lookup field?
In short, Process Builder was used to copy the Task. WhatId value into one of multiple custom lookup fields you added to Task object and then Process Builder could perform Update Records action via the lookup field because the ID value was now deterministic what it pointed to.
How to add a related record in apex?
Add related records by using a custom external ID field on the parent record. Associating records through the external ID field is an alternative to using the record ID. You can add a related record to another record only if a relationship (such as master-detail or lookup) has been defined for the objects involved.
How to look up a custom object in apex?
If Project_Sheet_Opportunity__c field is the lookup field for Opportunity in Project sheet custom object, custObj.Project_Sheet_Opportunity__c should work. As lookup field references displays Name on the screen, but internally its an Id.
How to look up a field in apex?
As lookup field references displays Name on the screen, but internally its an Id. So Project_Sheet_Opportunity__c gives you Id value when you reference them in queries. Hope all this makes sense.
Where to find project sheet opportunity in apex?
The Project_sheet_Opportunity__c is the lookup field for the Opportunity. Then you need to query the records for Project sheet again explicitly. Hope this helps. Thank you so much. I understand the whole thing far better now.