Can we perform an 'if then, else' statement to populate a custom, text field that we can report on? Here are some specifics on what we're trying to do:
We have a custom field to the Account layout 'GP Cust #' (a 20-character text field, not required). Some accounts are tied to parent accounts, so if the parent account field or ID is NOT NULL then GP Cust # else parent account GP Cust #?
The goal of this is to avoid manually entering the GP Cust # when it is blank on a child account.
5 respuestas
Hi Steve,
Which edition of SFDC are you on? If you're on EE or UE you can use the WorkflowRule (WFR) to update the GP Cust# field on the Child Account with the Parent GP Cust# if it is blank.
Otherwise you will need to create a new Formula(Text) field that is separate from the CP Cust# field.
