Flagging Account with Fraudulent Activity

Question

Trying to figure out a way to provide a visual indication when a user creates a new case under a specific account in our instance of Salesforce. I am aware of creating formula fields within the account object layout, and even the case layout, but is there a way to base the flag on previous case results, such as a checkbox for users that can indicate in the newly created case whether or not they're aware of any fraudulent activity the account has been through? It would default to False, but in the event that we needed to flag it, the checkbox would be selected (True) on the custom case field, and then the flag would be triggered from that or any previous case under the account if it were checked/marked True.

From that point on, whenever someone creates a new case under that particular account, they will know if the account had fraudulent activity based on previous case history with the custom field.

Is that possible to bridge the gap between two objects?

Jackie Doan · Answer

Hi Jacob,

Yes, this is possible. You can use process builder to trigger on a case when the checkbox is checked initially. The workflow action would be to check a corresponding checkbox on the account.

Flagging Account with Fraudulent Activity

Data Management

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