[英]SalesForce, How do I update a field on one object from using data from another obj?
In SalesForce. 在SalesForce中。 I have 3 objects in an MDR: 我在MDR中有3个对象:
obj_1 ---< obj_2 >--- Contacts.
Object_1 = meeting types and budget 对象_1 =会议类型和预算
Object_2 = attendees at each meeting and money spent on each. 对象_2 =每次会议的与会者以及每次会议的花费。
Each time a record involving a contact in obj_2 gets updated, I need to update a field in the contacts object ONLY if the meeting took place in the past year. 每次涉及obj_2中的联系人的记录被更新时,只有在去年召开会议的情况下,才需要更新contact对象中的字段。
How do I do this? 我该怎么做呢? Workflows? 工作流程? Formulas? 公式?
This can be accomplished by a workflow or an Apex Trigger. 这可以通过工作流程或Apex触发器来完成。
To use a workflow, go to Setup - Create - Workflow & Approvals - Workflow Rules. 要使用工作流程,请转到设置-创建-工作流程与批准-工作流程规则。
Greets, lenin_ra 问候,lenin_ra
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