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David Budimir Trigger User Lookup Value Based on Picklist Value
Hi there,
I'm trying to find a way to trigger a user look up field to populate automatically based on a picklist in a given opportunity.
For example. We have a picklist for "Success Manager" where each individual is a value. I'd like to get the value in this picklist to map to a specifc user lookup value in the same opportunity.
That way we can start sending automatic email alerts to the Success Manager on that opportunity.
The main reason I want to set it up this way is so that our team doesn't have to change their current behaviour - and we can transtition to reccording the Success Managers the right way.
Thanks in advance!
Thanks!
I'm trying to find a way to trigger a user look up field to populate automatically based on a picklist in a given opportunity.
For example. We have a picklist for "Success Manager" where each individual is a value. I'd like to get the value in this picklist to map to a specifc user lookup value in the same opportunity.
That way we can start sending automatic email alerts to the Success Manager on that opportunity.
The main reason I want to set it up this way is so that our team doesn't have to change their current behaviour - and we can transtition to reccording the Success Managers the right way.
Thanks in advance!
Thanks!
You will have to store this role-user mapping in a custom setting and populate using trigger on Opportunity.