Record

Creating related records at the same time as parent record

Creating related records at the same time as parent record
  1. Can we create child record using process builder?
  2. How do I update my child record in Process Builder?

Can we create child record using process builder?

The use case is familiar to any seasoned Salesforce consultant: your client needs their records to match their business workflow, say, by transforming closed Opportunities with Products into Orders with Products.

How do I update my child record in Process Builder?

Click the 'Object' Picklist, then select the Account record that started your process and select a record related to the Account: Note: These records are radio buttons, and only one may be selected. To update child records, select the send option 'Select a record related to the Account'

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