When they hover over the Service related object and click NEW, they select a record type, then proceed to next few fields required to create the new service.
What I'd like to do is auto-populate the field SERVICE NAME with the current record account name using process builder....what is the proper formula to capture the CURRENT RECORD ACCOUNT NAME
1 resposta
Hi Ken,
You should be able to get it by clciking in the Field box when writing a formula, go with AccountID>Name.
Your formula will look something like [Service]Account.Name, but make sure you click in the box so you have the proper API name
