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Workflow to Auto populate Account Fields on Lead Page for a New Lead Record

edited Nov 6, 2012 9:49AM in CRM On Demand - Administration (MOSC) 4 commentsAnswered
Hi Bijay Soren,

In response to your post in regards to auto populating the Account information on the Lead page.  You have given me workflow examples on how to do this but what I'm looking for is when a Lead is created, and a user selects to use an existing or associated Account from the look-up window, when that Account is selected I want the Account address automatically populated BEFORE the Lead record is saved.

Can this happen?  It seems like your answer is that it cannot.

Please clarify.

Thanks.

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Workflow trigger event : Before modified record saved, will only work when you are modifying/updating a already saved Lead Record.  Workflow will not trigger when you are creating a new Lead record and selecting Existing Account.

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