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Workflow to populate Department + Location fields
Hello,
I have been on NS for 4 months and this is going to be my first workflow but I don't know where to start.
I want to poplulate the Department / Location fields on Opportunities + Quotations + Sales Orders based on the Sales Rep information. The reason this isn't populating from the Employee record is because we have sales support staff entering in Opp/Quotes/Sales Orders on behalf of the Sales Person who owns the account. My NS consultant told me if the sales rep was signed in then these fields would populate based on the Role setup: "Department Restrictions: none - default to own".
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