question

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mariah-hardy asked mariah-hardy answered

Salesforce Integration: How do I get the field RC Logging Type to auto fill?

Salesforce Integration: How do I get the field RC Logging Type to auto fill with the same Task Subtype value? Right now all of our RC Logging type fields are blank so when I click on the "My Calls Today" report nothing shows up.

integrationssalesforce
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mary-community-moderator answered
Hello Mariah!

There's no option to auto fill it because it is a custom field, you will have to manually enter.
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mariah-hardy answered
Can I use a workflow rule, then?
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