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Maurice Lopes
Create a trigger to convert email to lower case and update another field with the email address
Good Afternoon,
I need to create a trigger for the following requirement.
Add a trigger to Salesforce that automatically converts Account Email address to lower case & updates the Customer ID field with that email address. Account Email and Customer ID fields are both located on the account page layout (Person Account).
Thank you
I need to create a trigger for the following requirement.
Add a trigger to Salesforce that automatically converts Account Email address to lower case & updates the Customer ID field with that email address. Account Email and Customer ID fields are both located on the account page layout (Person Account).
Thank you
All Answers
You do not any trigger to meet your requirement. Create a workflow rule on Account object to do the field update operations. Please find below the details you need to configure the workflow. Do not forget to activate the workflow after you create it.
--Akram
Thank you for the suggestion. Being new at this, can you share the rule criteria you created for the workflow shown above?
Thank you,
Mauricce
Thank you. I created the flow, but it is not working.The Account Email is object from an app we installed and the same for Customer ID.
See attached....
Customer ID = cashbox__Customer_Id__c
Thank you, I will be testing this tomorrow and let you know if it works.
Have a great day!
Maurice