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Topics#Data ManagementSara Monksfield의 질문
Sara Monksfield (RSC) 님이 #Data Management에 질문했습니다
2015년 11월 25일 오후 3:58

How do I auto populate the Account Name for a particular Case Record Type?

I have set up a Case Record Type to handle internal cases.  Whenever anyone creates one of these cases I want the Account Name field to auto populate with the internal account name.  How do I do that, without users having to navigate to the internal account to log their case?  I've tried a workflow but there isn't the option to choose Account Name on the field update.
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  1. John Neilan (Outbrain)
    2015년 11월 25일 오후 4:30
    You could use the Process Builder to check for any Cases saved with a Record Type of Development and then set it to update the case Account field with the ID for SF Internal Development Requests.  Just make sure you only set it up for record creation and not edit.
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