Get Fields From Related Records Using Actions

Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:

I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account.

This article will explain how you can use an action as a placeholder for that information that…

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Get Fields From Related Records Using Actions

Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account.

Blog Syndicated with Sara Lagerquist’s Permission

Author: Sara Lagerquist

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