I want to run a rule on a custom object that is 2 "levels" below the account.
Account - Contact - Survey Response - Survey Question. Suvey Question is the object.
I added a field to the Survey Question object to pull in the Account ID but when I add it to the SHOW section of the rule set up it doesn't register as an appropriate Account Id.
Is it possible to use a custom object that is not directly related to an account in rules? I can write it up to the account but would rather just pull the account ID down instead of creating a Process in Process Builder to write the value upward.
Question
"please add account id in to show and try again"
Lauren, your Survey Question object must have either a Master-Detail or Lookup relationship to the Account for it to be visible to the Rules Engine. If you change your field on Survey Question to a Lookup everything should work for you.
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