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Lookup field filter and autopopulation of lookup field
Lookup field filter and autopopulation of lookup field
CAN SOMEONE PLEASE HELP ME WITH THIS?
Object: Account
Lookup to User Field: Business Development Rep (BDR)
I want to filter this lookup to 2 specific users (User A and User B).
What would I enter as my filter criteria?
If I want to autopopulate this BDR field where:
Automatically populate User A if account owner is User 1.
Automatically populate User B if account owner is User 2.
I tried Process Builder to update record, but i'm not getting it to work. How should my process builder look?
CAN SOMEONE PLEASE HELP ME WITH THIS?
Object: Account
Lookup to User Field: Business Development Rep (BDR)
I want to filter this lookup to 2 specific users (User A and User B).
What would I enter as my filter criteria?
If I want to autopopulate this BDR field where:
Automatically populate User A if account owner is User 1.
Automatically populate User B if account owner is User 2.
I tried Process Builder to update record, but i'm not getting it to work. How should my process builder look?