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Kashmira Puranik
Autopopulate fields with Fields(Lookup User)
I have Opportunity Owner on Opportunity and I have created a custom object call Commission A, B and C. I want to auto fill the Commission A with existing opportunity owner. FYI- Commission A is blank. So every time a new opportunity is created commission A is updated with exiting opportunity owner. I have tried various thing thing like workflow rule, process builder but isn't working or I think I am doing something wrong. Do any one have any idea about this or any help regarding thsi problem?
A lookup field isn't available to update through workflow, but this can be done through Process Builder.
Follow steps in the link to auto-populate lookup field with Process Builder
https://success.salesforce.com/answers?id=90630000000CwsUAAS
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha.