How to auto populate a fields with a specific value.
- 2. Click New Rule.
- 3. In the Object drop-down list, choose Object name (Opportunity Product), and click Next.
- 4. In the Rule Name text box, enter relevant text.
- 5. In the Evaluate the rule when a record is:: created and every time it's edited.
- 6. In the Rule Criteria section: Select formula and then do this (choose the formula field on Opportunity product): NOT (ISBLANK (Template_ID__c))
Full Answer
How to auto populate a field in Salesforce?
Using field update you can auto populate value in field. If you want to populate the value based on condition and values are fixed and few then you can use the formula fields If you want only single value to be populated every time then Set default value. Using field update you can auto populate value in field.
How to set new field values in Salesforce?
For ‘Set new field Values’ select the field as Account (which we need to update), ‘Type’ should be Reference In ‘Value’ first select the Contact> and from Contact ->AccountID. Click Save. Click Activate at the top right hand corner of the screen to activate the process. Click Ok on Activate Version screen.
How to auto populate account field with contact’s account?
In order to auto populate Account field with Contact’s Account. Follow these steps: From Setup, enter Builder in the Quick Find box, and select Process Builder. Click New to create a new Process. Click Save. Select the Object on which you want to create the Process. Under ‘Start the process’, click when a record is created or edited. Click Save.
How to auto-populate a custom field with value of a pricebook?
If someone selects specific pricebook for adding products at the time of creating opportunity, then a custom field (i,e textField) in Case shoul auto-populate with value of that Pricebook. From Setup, click Create | Workflow & Approvals | Workflow Rules. 2. Click New Rule. 3.
Step 1: Create a Process
From Setup, enter Builder in the Quick Find box, and select Process Builder.
Step 5: Activate the Process
Click Activate at the top right hand corner of the screen to activate the process.