Skip to main content
Topics#Data ManagementSara Monksfield's Question
Sara Monksfield (RSC) asked in #Data Management
Nov 25, 2015, 3:58 PM

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.
7 answers
  1. John Neilan (Outbrain)
    Nov 25, 2015, 4:30 PM
    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.
Write an answer...
0/9000