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Jun 29, 2020 at 05:31 PM

Lead in Sales Cloud : Automatic selection in custom field based on a value in standard field

72 Views Last edit Jul 01, 2020 at 08:34 PM 2 rev

I have created a custom field on lead which has yes or no values. Using the Lead Status and the value in this custom field, i have defined approval process - it works fine. However i want to automatically fill the value in this custom field based on the standard field "Use Existing Account" indicator. So if this indicator is true , the value in custom field should be NO.

I tried doing this through workflow rules / code list restrictions - but no where i have this standard field "Use existing account" available in control?

Any ideas on how to achieve this? This will help in automatic selection of a value in custom field so that end user will not have to bother or get trained for this new process