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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Auto-populate custom entity field on customer record
I created a saved search that finds the total revenue minus taxes, shipping and credits for each of our customers. The search appears to be calculating correctly, but I cannot figure out how to get the respective results to show in the custom entity field. I believe I cannot use a Workflow because it is an entity field. Mass Update did not work for me as well. Is scripting the answer? Thanking you in advance for your assistance.
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