how do i create a cross object field update when no master-detail relationship exists? - Answers - Salesforce Trailblazer Community
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Marie ArkoulakisMarie Arkoulakis 

how do i create a cross object field update when no master-detail relationship exists?

Hi everyone!

Just curious, what is the best practice when you need to do a cross object field update and no master-detail relationship exists?  I want to have the Stage picklist field on the standard opportunity object update to a specific value, when the status field on our custom Contract object is set to Signed.

Can this be done in Process Builder? or is this something we would need to write Apex code for?
Thanks so much as always!

Best,
Marie
Best Answer chosen by Marie Arkoulakis
Steve MolisSteve Molis
You should be able to do it using the Process Builder and select 

Select a record related to the Opportunity 

User-added image

All Answers

Usman AliUsman Ali
You can use Process builder to fire a flow, and in flow you can update cross object field by using flow variables. 
Marie ArkoulakisMarie Arkoulakis
Ok, I'll try that out.  Thank you!!
 
Usman AliUsman Ali
Sounds good!
Steve MolisSteve Molis
You should be able to do it using the Process Builder and select 

Select a record related to the Opportunity 

User-added image
This was selected as the best answer
Marie ArkoulakisMarie Arkoulakis
Thanks Steve!  You always come through for me!
 
Steve MolisSteve Molis
Awwww...  thanks @MarieA glad it helped you out