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VS0184
Trigger on Lookup Filed
Need some help on creating a trigger for the Leads object I don't think process builder or a workflow rule will help with this.
If Lead Owner Field has an owner , populate that same name in the Primary Sales Rep field.
Lead Owner Field(OwnerLookup) (User,Queue)
Primary Sales Rep field Primary_Sales_Rep__c Lookup (Primary Sales Rep)
Thanks in advance!!
If Lead Owner Field has an owner , populate that same name in the Primary Sales Rep field.
Lead Owner Field(OwnerLookup) (User,Queue)
Primary Sales Rep field Primary_Sales_Rep__c Lookup (Primary Sales Rep)
Thanks in advance!!
Process builder configuration:
Object - Lead
Condition - Whenever owner is changed,something like - [Lead].OwnerId <> PRIORVALUE([Lead].OwnerId )
Imidate action- 1) Action type - update records
2) Record Type - [Lead].Primary Sales Rep
3) Criteria for Updating Records* - No criteria
4) Under "Set new field values for the records you update" select field which needs to be updated of "Primary Sales Rep" object.
5) Type - Select formula
6) Value - [Lead].OwnerId