Is there anyway to predefine a lookup when it doesn't derive from the parent? Just trying to enter the record ID into the formula doesn't work.
1 个回答
Micah, I don't think that will be possible. You will have to use Process and possibly Flows to do that. You can read more about it here:
http://salesforce.stackexchange.com/questions/27021/how-do-i-specify-an-account-in-the-related-to-field-in-a-custom-global-action-pr