New bee.
I need to copy Long Text Area field – Quote_Methods__c at Account Level to Opportunity Level field – Quote_Instruc__c.
I know it be cannot be done by formula, and workflow/process builder is work around but I need something that changes the field data at opportunity level dynamically, when the data in Quote_Methods__c at Account level is changes. It should apply to all child records [opportunities]. I think can be done by before update trigger on Account by using try and catch error method but not that expert in coding level. Please help me with sample code/ anything. I appreciate your time and help.
Thanks,
J
Best Answer
Your requirement can be achieved by Process Builder
These are the steps:
Choose Object
Account (Start the process = When a record is created or edited)
Define Criteria
Account.Quote_Methods__c is changed
Update Records
Records [Account.Opportunities]
Field: Quote_Instruc reference [Account].Quote_Methods__c
If any changes made on Quote_Methods__c of Account record, it will update Quote_Instruc__c of all the opportunities.
By the way, in case you want to update any specific opportunities then Trigger is the only option.