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For example, I would like to auto-populate:

  • Decision Timeframe = Immediate
  • Decision Maker = Yes (checkbox)
  • Has Budget = Yes (checkbox)
  • Lead Priority = High Priority
  • Lead Queality = 5 stars.

Thanks

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1 Answer 1

Set up default values for your fields. This is detailed in the documentation here and here.

Default field settings are available on one of the screens that appears when you are creating a field, to add them for existing fields use the Edit link next to the field name on the object's field settings screen.

Use default field values to make your users more productive by reducing the number of fields they need to fill in manually. Default field values automatically insert the value of a custom field when a new record is created. A default value can be based on a formula for some types of fields or exact values such as Checked or Unchecked for checkbox fields.

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Default values are one of the options you will scroll through on creating a new field on Lead. Clicking on "edit" next to the field name in setup will return you to setting these options. –  Simon Lawrence Mar 19 at 21:11
    
Note that if the default values are dynamic, e.g. val = f(x,y), then x,y must come from the running user or environment, not from other lead fields (perhaps sync'd from a marketing automation system). Otherwise, you'll need a VF controller and an override of the Lead.New button and/or workflows and/or triggers - depending on the use case. –  crop1645 Mar 20 at 2:09

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