Retired: Use Process Builder to Update Child Records and Lookup Fields from Parent

Note: These steps apply to all Objects, but use the Account Object as an example. 
Note: Process Builder and Workflow Rules are being retired on December 31, 2025 and will no longer be supported. We recommend that you migrate your automation to Flow Builder. 
 

1. Create a new Process
2. Select the Object that will start the process and when the process will run (On creation of the record /On creation and Edit of the record)
3. Define the criteria
4. In 'Immediate Action', select Update Records
5. 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'
6. In 'Find a field', look for the child Object name you want to update:
   • Note: If the child Object is a Custom Object, the name would end with '__r'
   • For standard objects. Only select records with their Plural form. For example, Contacts and Opportunities, not Contact because this will not update the related records.
7. Select the child Object name, then click Save 
8. In 'Set new value', select the field that you want to update in child records and what value the field should contain
9. Click Save
10. Click Activate Button