All Ideas

Idea Details

Post an Idea
This idea has been delivered and can no longer be voted or commented on. If you’d like to add to this conversation, please post a new idea.
670  Points voting closed
Delivered in Summer 15
Idea is generally available.

Process Builder: Allow select the Lookup Field in Criteria and Actions

Opportunities & Quotes

When you are selecting a field to be updated or in a criteria and the field is a lookup - you have to "Drill to" the related object.

For example, instead of saying when the "Opportunity.OwnerId" equals... I have to select "Opportunity.OwnerId.UserID" not only does this make for long field names but it can get very confusing. 

I also get worried if I'm trying to change the value of the owner or other lookup that I may actually update the value of the related record and not the record reference itself.

It would be nice if we had to options - similar to formula - that let's us either choose the actual record reference field OR drill to the record.
User-added image

· Flag

Latest Comment from Salesforce

  • IdeaExchange Moderator - 4 years ago

    This ability is currently possible but our Summer '15 improvements in the UI should make it more clear/easy to use.  Per Charles' note as well: Make sure you are typing in the API name of the field, and not the field label - you should see it then
  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.