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

Tags: salesforce, integrations

Mar 13, 2020 at 6:38am • 2 replies • 0 likes

mariah-hardy

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 Answers

mariah-hardy answered on Mar 13, 2020 at 11:54am

Can I use a workflow rule, then?

Mary-Community_Moderator answered on Mar 13, 2020 at 8:59am

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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