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April Barclay 8
Case to table lookup
I have a need to build a table inside of Salesforce. It will contain free form number fields. I have the same fields on the Case object. If the case number field is populated with a number field on the table, then it needs to be flagged to kick off workflow rules.
Example, case has 12345 in the Test field. There is a 12345 in the table so it has found a match, Then it gets checked. How do I do this? They are not lookup related and can't be. Thoughts?
Example, case has 12345 in the Test field. There is a 12345 in the table so it has found a match, Then it gets checked. How do I do this? They are not lookup related and can't be. Thoughts?