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How do I create an auto fill field in Salesforce?
How do I create an auto fill field in Salesforce?
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1 Reply
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Auto-populate the lookup field with Process Builder
- Step 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder.
- Step 2: Choose Object and Specify When to start the Process. Click Add Object.
- Step 3: Define Criteria. Click Add Criteria.
- Step 4: Define Immediate Actions.
- Step 5: Activate the Process
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