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John PritchettJohn Pritchett 

Process builder to related objects

Hello

I wonder if anyone can advise if this is possible and if so the best way to approach this.

On the account object, I have another object linked called Connect and on this object there is a field called "Band"
On the contact object I have also added a field called Band what I need to happen is that wheneever the band field is updated (or created) on the Connect object it also updates any related contacts on the account.

Hope that makes sense
Best Answer chosen by John Pritchett
Tony TrinhTony Trinh
Yes, you just need to add more fields in that immediate action block. Since you are updating the [Connect__c].Account.Contacts, you can specify any amount of fields and their values.

All Answers

John OynoianJohn Oynoian
You should be able to accomplish this with a process Builder.  Is the Account to Connect a 1:1 relationship?  If not you could have mulitple Connect records with various values and the Account matching only the most recently updated.
Tony TrinhTony Trinh
Hi John,

Is there a lookup field on the Account object to the Connect object?
So in the parent-child hierarchy it's: Connect > Account > Contacts?
John PritchettJohn Pritchett
Hello

Firstly thanks for the rapid responses 

The band field on Connect object that is a relation of the account is a Picklist with 3 values. The connect record is a 1:1 relationship with the account

@Tony, the relationship is Account (Parent) Connect (Child) Contact (Child)
Krishna DadiKrishna Dadi
HI John Pritchett ,
Have you tried trigger flows? 
https://jenwlee.com/2020/06/01/after-a-record-is-saved-flow-trigger-an-alternative-to-process-builder/
https://automationchampion.com/tag/flow-trigger-example/
Tony TrinhTony Trinh
Yeah should be doable with Process Builder. It would have to be on the Connect object. Set the criteria as a formula, something like:
AND(
OR(
ISNEW(),
ISCHANGED([Connect__c].Band__c)
),
NOT ISBLANK(TEXT([Connect__c].Band__c))
)
Then you can use an Update Records immediate action and update related records
[Connect__c].Account.Contacts
and update the Band field.
John PritchettJohn Pritchett

@Krishna
 

I will look into this 
 

John PritchettJohn Pritchett

Hi Tony
 

That worked a treat thank you, is it possible to update multiple fields in the same process as I also have fields called Active status & Points
 

Thanks for your help

Tony TrinhTony Trinh
Yes, you just need to add more fields in that immediate action block. Since you are updating the [Connect__c].Account.Contacts, you can specify any amount of fields and their values.
This was selected as the best answer