Cross-object field updates

When an object is a child of another object, it is possible to update a parent object field from a child object field update; this feature only works on custom-to-custom, custom-to-standard, and some standard-to-standard master-detail relationships.

Only the following parent standard objects are supported in custom-to-standard master details:

  • Account
  • Asset
  • Campaign
  • Case
  • Contact
  • Contract
  • Contract line item
  • Entitlement
  • Opportunity
  • Order
  • Question
  • Quote
  • Service Contract
  • Solution

For standard-to-standard master-details, these are the only supported field updates:

  • Case comments updating a case
  • Email updating a case
  • Opportunity product updating an opportunity
  • Opportunity updating an account

The special standard relation field updates cannot be used in approvals, though.

It is possible to update a parent record even if the user can't access it.
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