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lsatony web-to-case account linking
Hi,
we've setup a web-to-case form for one of our clients, and need to create a validation rule that will link all submissions to this particular form to our clients account.
our client is a very large company. we don't need to add all persons submitting as contacts in SF.
my thought is to create a custom field in SF that always submits a certain value to SF when the form is submitted. then create a validation rule that says something like -
if Custom Field value = X, then make Case Account Name = "CLIENT".
I know there's certainly a way to create a rule like this, but i'm not sure how.
any insight?
thanks!!
we've setup a web-to-case form for one of our clients, and need to create a validation rule that will link all submissions to this particular form to our clients account.
our client is a very large company. we don't need to add all persons submitting as contacts in SF.
my thought is to create a custom field in SF that always submits a certain value to SF when the form is submitted. then create a validation rule that says something like -
if Custom Field value = X, then make Case Account Name = "CLIENT".
I know there's certainly a way to create a rule like this, but i'm not sure how.
any insight?
thanks!!
Thanks again!