• shirley_lafuente@hotmail.com
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My Opportunity has a separate lookup called Advertiser which looks up to the Account object. If the Account is a specific record type, then I want the Advertiser to automatically fill in with the same look up name as the existing Account? Since a workflow can't update a lookup field, I've been told I need to create a trigger.

 

Help?

Howdy everyone,

 

Well, I'm a bit stumped. I'm trying to test a web-to-lead form where I preset the record type:

 

 

<input type="hidden" id="recordType" name="recordType" value="012Q00000008ULW">

 

I have the "keep the existing record type" option set under Lead Settings and it is still not working. 

 

Everything else is populating correctly on the lead record in SFDC. 

 

Thoughts?

 

Thanks,