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notechnotech 

Autopopulate Value from Account Record

Our company creates Client Visit Reports on a regular basis using SF.  We also maintain a savings percentage specific to the client on the Account record.  We update the savings percentage about once a month with a new value.  When a user creates a new Client Visit Report and selects the related account I would like the savings percentage to automatically populate to the Client Visit Report (which is a custom object).  Once populated I would like the savings percentage value to remain constant in the custom object even thought original value on the Account record might change.  Is this possible in EE?

Best Answer chosen by Admin (Salesforce Developers) 
JotmenowJotmenow

You could acheive  this with a Workflow+ Field update.

 

 

Ajay

All Answers

JotmenowJotmenow

You could acheive  this with a Workflow+ Field update.

 

 

Ajay

This was selected as the best answer
notechnotech

Worked like a charm, thanks for helping out a rookie!