The customer object name is a field in my Lead and through the search we can pick the applicable name (each one is a month this year, ie June 2017)
I have a field on my lead that creates this name based on the create date. ie if the lead was created this month the field would say July 2017. I cannot use a WF to use this text in the search field (same text)
I wanted to build a Process (Process Builder) so that I can auto populate my search field
3 answers
The problem was I was trying to update the search field with text ie if Lead was created in July I wanted the July 2017 name to come up. I pulled my custom object ID's and replaced the text of July 2017 with the Marketing Plane Name ID and it now populates without error
