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Topics#Customer ServiceLieke Gty の質問
Lieke Gty が「#Customer Service」で質問
2018年5月7日 10:32

Use field value from one field to give default to other field (on a different object)

Hi all,

 

I have a field on the account object ('tier'), which is a picklist (values: tier 1, tier 2, tier 3). I also have a 'tier' field on the opportunity object, which I want to be default the 'tier' value (1/2/3) of the tier field on the account object, but it should also be possible to adjust this value (independent from the tier field on the account object).

 

Any suggestions on how to do this?

 

I was thinking about using the process builder.

 

Thanks in advance!

 

- Lieke
8 件の回答
  1. B T Kishore (Deloitte)
    2018年5月7日 12:18

    Lieke, 

    Use reference field and get the Account Teir value .

     

    It should look like this,

     

     

    [Opportunity].Account.Tier__c
    Lieke, Use reference field and get the Account Teir value . It should look like this, [Opportunity].Account.

     

     
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