on 2021 Jun 09 1:24 PM
Hi,
i want to transfer field value from lead to account (the fileds are the same type - amount). Can i achieve that with workflow rules, or is there another way to achieve that?
Thank you, Dejan
Request clarification before answering.
Hi,
it depends if field is custom or standard field.
If it is custom filed than you can achieve it with extension scenario or with PDI code.
If this is standard field, you can acieve it smoothly with PDI code.
Dejan, you may contact me directly on: zoran.galijanic@glagolitico.hr
br,
Zoran
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.