Request: There is a multi-select picklist on Opportunities called Strategy Discussed ( Global picklist Value set) which lists any strategies discussed by the sales people. These Strategies also list as records on a custom Object called Strategy which have a Master-Detail Relationship to another object called Asset Classes. Request is to add another multi-select picklist (and name it Asset Classes) on the opportunity and have the system to auto-populate it based on the equivalent Strategy record by looking at its Asset Class value and adding it to the Asset Class multi-select picklist field.
View Demo below:
View Global picklist value set demo:
View Flow (Part 1) – Resources
View Flow (Part 2)
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