For new account, automatically Update the custom check-box field to true for User-xx or Account Owner profile-xx and permission set-xx.

Need to implement this Without Code. By using custom settings, how can we achieve this.


  • To clarify your question? Would this be an "on create" check, to determine if the current user has specific profile, and if so markthe checkbox to True? – HomerJ Jul 23 '15 at 13:33

You can create a workflow wherein the entry criteria can check if user has required profile of permission; In action you can check the checkbox.

Custom settings will not be usable without using apex code. However, you can use custom labels, if you want to make values configurable.

| improve this answer | |
  • Can you make a workflow rule evaluate a permission-set assignment? I didn't think that was possible. – HomerJ Jul 23 '15 at 13:34
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    Not permission set, but you can create a custom permission (which I would suggest is a better solution). You can assign custom permission to required profiles/ permission set. This will help you to ensure that you are not hard-binding your workflow with profile/ permission set – Anshul Jul 23 '15 at 13:39
  • @Murali: Is your query resolved? – Anshul Jul 24 '15 at 2:29

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