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I've created a quick action button on the Account object and want to predefine the Assigned to field.  How can I always assign the task to the same Queue?  #Queue #Predefined Field Value #Salesforce Admin

5 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Oct 4, 2021, 7:09 PM

    Hello

    You can't use the quick action to predefined a lookup field.

    You need to set this after the record is created using a flow or process builder.

    Do you have some kind of criteria you could target for example subject equals "Follow up Account"?

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