0

I have searched throughout the internet and have found no real answer to this: How can i have an Event auto populate "Related to" with a specific account, only upon initial record creation and if blank. This will allow all events to be visible by all users. I was surprised i could not see this in workflow rules.

1

A workflow rule couldn't do this, but you could do it in the Process Builder.

I suggest you try out the trailhead for more details.

Event Related To in Process Builder

| improve this answer | |
1

I was able to figure it out thank you. i just had to change null to true. simple mistake. i also used the Related To ID found in the URL on the Account i wanted to use.

Thanks!

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.