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Update fields from another table

  • 1.  Update fields from another table

    Posted 04-04-2018 15:28
    I do appology, since I've seen couple of posts on the subject but couldn't make it work in my case.
    I have 2 tables: Request Pricing (Record ID is key field) and SalesForce (Record ID is key field).

    Both tables have those 3 fields: Opportunity Number, Selling Stage, Expected Book Date.

    I would like, after I import new data from excel to SalesForce table, for that particular Opportunity Number to update Selling Stage and Expected Book Date in Request Pricing table.

    I created SalesForce table for this particular action: to use it to update Request Pricing table with any new updates to the fields Selling Stage and Expected Book Date, and that's why I added Opportunity Number which is unique in both tables.

    Thank you very much.


  • 2.  RE: Update fields from another table

    Posted 04-04-2018 15:54
    If you change the Key field of the sales force table to the Opportunity number then you can make a relationship where 1 Sales Force has many Request Pricings, based on the opportunity number used on the right side of that relationship.

    Then you can look up any fields from sales force down to Request Pricing.


  • 3.  RE: Update fields from another table

    Posted 04-04-2018 16:47
    Works! Thank you very, very much!