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Daniel Mason Picklist Values Synchronizing across objects
Good afternoon
I am hoping someone can help. I have spent the last couple of hour’s researching the different possibilities and I am none the wiser
Aim – If a value is added to the following field “Mailing Recipient” on either the lead object or contact object it updates the picklist in the other object
I would also like to mention I'm not a developer so I haven’t attempted any triggers or batch however I do grasps the basics of reading code.
Object : Contact
Field : Mailing Recipient
Api name : Mailing_Recipients__c
Data type : Picklist (Multi-Select)
Object : Lead
Field : Mailing Recipient
Api name : Mailing_Recipients__c
Data type : Picklist (Multi-Select)
Really looking forward to your help and guidance
Many thanks
Mason
I am hoping someone can help. I have spent the last couple of hour’s researching the different possibilities and I am none the wiser
Aim – If a value is added to the following field “Mailing Recipient” on either the lead object or contact object it updates the picklist in the other object
I would also like to mention I'm not a developer so I haven’t attempted any triggers or batch however I do grasps the basics of reading code.
Object : Contact
Field : Mailing Recipient
Api name : Mailing_Recipients__c
Data type : Picklist (Multi-Select)
Object : Lead
Field : Mailing Recipient
Api name : Mailing_Recipients__c
Data type : Picklist (Multi-Select)
Really looking forward to your help and guidance
Many thanks
Mason
but what is the relation between Contact and lead?
If you want that update on after converting the lead, you can simply use the standard mapping on the lead object fields..