• Shakeria Walker 10
  • NEWBIE
  • 0 Points
  • Member since 2017

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 2
    Replies
Hi All,

Two users have same profile and role.But one user is not able to see records seen by other user. They both have same permission sets.
I want to pull in a value from a picklist froma custom Account field into a related custom Opportunity field.

Account = DOD,  Business Unit =  Federal.  Opportunity = "Army Procurement Project",  Account = DOD,
Business Unit = Federal.
 
I need the Opportunity Business Unit value to be automatically pulled from the Account Business Unit field where Account = DOD.  The Account Business Unit API name is Business_Unit_c.  The value "Federal" was selected on Account object from a picklist.

Help with the syntax and an example would be appreciated!  Thanks!
  • January 22, 2010
  • Like
  • 0