CRM On Demand - Administration (MOSC)

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Workflow Issue - Pre Function

edited Jul 17, 2015 10:06AM in CRM On Demand - Administration (MOSC) 1 commentAnswered

Hello,

I am trying to have a field on the lead object populate to Yes if an Account is associated to the lead.  However, if I convert the lead I do not want the field to be update to Yes as the Account already existed in CRM before conversion.  The goal is to learn how many accounts are we gaining from the lead process.  I have tried Pre function and others to no avail.  Any suggestions?

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