[SalesForce] How to Populate a Lookup Field on the Standard Account Object Upon Save

On the standard 'Account' Object, there is a Look-up field 'Purchase Order Rule' (POR). When creating a new account, upon save if the POR field is Blank I want it to auto populate with the value 'Services & Expense' I have been attempting to use a flow for the update and process builder to trigger the flow.

Currently tI have created a 'Record Lookup' with a variable (ID) and a 'record update'.If one record fails the process does not continue, it's almost an 'all or nothing' situation! I'm trying to do this without a trigger. I'm new to Salesforce, any ideas?

Best Answer

You can't do a field update on a lookup. You should be able to do it with a flow. It should be a record lookup on the reltated object(POR) to retreive the ID(based off of name) and then a record update to assign that ID to the lookup field on the account.

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