This is what I would like to do:
Pick One:
Contract Name A
Contract Name B
Contract Name C
(For instance the following address is for Contract Name A, I need the address to automatically generate for the quote I am preparing to send to my customer. I will have separate addresses for each contract A, B, and C)
123 Anywhere Street
Somewhere, NY 12345
555-123-4567
Your help is appreciated! Thank you!
4 risposte
You can do it through Process Builder but you need a lookup or master detail relation between the objects and the not picklist field.
If you want it through picklist, then Contract Name A , B, C are not static (ie they are records in salesforce), then it needs a Custom VF.
If they are static ie all quotes will just see these 3 contracts, then you can do it through workflow, dependant picklist
