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Question

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

  • 13 March 2020
  • 2 replies
  • 306 views
M

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.

2 replies

Mary-Community_Moderator
Rank
Userlevel 2
Hello Mariah!

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

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