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Pull-In field in Account from User

It's possible to put in account a pull-in field from User?

 

Thanks in advaced!

4 comments

  • Avatar
    Arpad Laczkovszki Official comment

    Hi Diego,

    Can you please share your use case and some more details on what type of User data are you looking to pull in to the Account? Would it be stamped on the Account record and more importantly how would you decide which User's information to pull in?

    For storing this type of information that is relevant from both the Account and the User perspective we'd usually recommend TSF, since normally there's a direct 1-1 link between Users and Territories - for example a User belongs to Territory 100 and checks the My Target flag for an HCP.

    thanks,

    Arpad

  • Avatar
    Diego Arenas Casado

    Hi Arpad,

     

    I need put the language field of the user that creates the account record. It must appear by default populated and the sales rep can select another value.

    We don't want used TSF because it's a common information

    thanks

  • Avatar
    Arpad Laczkovszki

    Hi Diego,

    Thanks for clarifying. You can make Language a required field on the Account Page Layouts and it will be shown as such in the New / Parent Account Wizards

    Users will be required to select a value, that you can also default on the Record Type level.

    Alternatively, if you'd like to 'stamp' the value automatically, you can use an Account Field Update with a Workflow Rule in Salesforce.

    Hope this helps, let me know if you have further questions.

    thanks,

    Arpad

  • Avatar
    Diego Arenas Casado

    Hi Arpad,

     

    if it was the workaraound  that I did

     

    Thanks

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