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
답변 8개
Lieke,
Use reference field and get the Account Teir value .
It should look like this,[Opportunity].Account.Tier__c
