Lead in Sales Cloud : Automatic selection in custom field based on a value in standard field

[Former Member]

I have created a custom field on lead which has yes or no values. Using the Lead Status and the value in this custom field, i have defined approval process - it works fine. However i want to automatically fill the value in this custom field based on the standard field "Use Existing Account" indicator. So if this indicator is true , the value in custom field should be NO.

I tried doing this through workflow rules / code list restrictions - but no where i have this standard field "Use existing account" available in control?

Any ideas on how to achieve this? This will help in automatic selection of a value in custom field so that end user will not have to bother or get trained for this new process

[former_member226 · Accepted solution]

Hi,

Since field "Use Existing Account" is of type indicator hence it will not appear in standard Code List Restriction UI. I also see that this field is also not released for Workflow hence you will not find it in conditions fields.

So you can think of utilizing SDK/PDI for achieving the business requirement using BeforeSave or AfterModify event of root node.