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Topics#Data ManagementQuestion de Hayley Copland
Hayley Copland (Wireless Terminal Solutions) a posé une question dans #Data Management
21 mars 2018, 09:45

Custom Case Text Field into Custom Opportunity Field

Hello there, 

 

When a case is created within an opportunity I would like a text field that if filled on the case to copy into a custom text field on the opportunity. Is this possible? 

 

Hayley
4 réponses
  1. Dnyaneshwar Aghaw (Nyrabyte)
    21 mars 2018, 10:01
    Hi Hayley ,

     

    First check if you have lookup Relationhsip. You can use Process builder to achive this.

     

    Thanks

     

    Dnyaneshwar
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