link physical address information from account using a field object in campaign

Question

I am using Lightning. I want to create a custom field object in campaigns when you click a checkbox it will automatically add the Physical Address fields from Account into a custom field created in Campaign.

Jayson Morales · Answer

Hi Aaron,

You need to create a lookup field to account object in the campaign and use process builder or workflow rule to copy the address from account to campaign.

Check this field update action for more information:

https://help.salesforce.com/articleView?id=workflow_managing_field_updates.htm&type=5

Hope that helps.

Regards,

Jayson

link physical address information from account using a field object in campaign

Data Management

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