• Nabeela Hooda
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  • Member since 2019


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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? 
I was working on the Reports and Dashboard Superbadge and on the third challenge I got the "RED ERROR OF DOOM!!!"User-added image

It was a fresh org and I tried several variations of the last challenge to fix it but no luck.  Anyway, I decided to start over with a NEW new fresh dev org, and here is my issue:  I'd like to reset the first two challenges I passed with the previous org, so I can see if I did everything right (again) in the new org.  Any help would be appreciated.

Roy