CRM On Demand - Administration (MOSC)

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Join Field Value or an alternative on Account, CO5 & CO15

edited Jul 1, 2013 6:11AM in CRM On Demand - Administration (MOSC) 6 commentsAnswered
Hi everyone,

 

We have 2 objects, Accounts and Locations (Custom Object 5)

We need to have an intersection type of record (something similar to Account Contact object between Accounts and Contacts) such that each Account can have multiple Locations linked to it along with a couple of fields for data at each location.

 

For this intersection table record we are using CO15 (Customer Location Profile) with a layout that has the Account and Location lookup fields to create the link and a few other number fields.

Now here is the problem:

 

1st - Irrespective of who creates the CO15 record, it should automatically assign the “Account Owner” as the “Owner” of this record too.  (or I can leave the Owner field blank and hidden and simply display the Company: Owner field - which works for our scenario)

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