CRM On Demand - Administration (MOSC)

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Workflow to update Text and Date fields when a specific field is updated

edited Nov 12, 2014 4:03PM in CRM On Demand - Administration (MOSC) 2 commentsAnswered ✓

ello everybody,

I'm trying to figure something out and need some direction.

1) I have a field, let's call it "Legacy Account." It's a plain text field that doesn't integrate with anything in or out of CRMoD.

2) I have a second field and it's called "Data Cleansed by." I want a workflow created on "Data Cleansed by" which will populate with a CRMoD user's Full Name if "Legacy Account" has been given a new value or edited.

3) Come to think of it, I have a third field named "Cleansed Date" which is a Date field. So, whenever "Legacy Account" has been given a new value or edited, both the "

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