Wednesday, April 3, 2019

Set Up the Default Sales Rep of Customers who Purchased from the Web Store

To create the workflow:

 

1. Navigate to Customization > Workflows > Workflows > New.
2. In the Basic Information section, set the following:

  • Name: For example, Sales Rep for Web Orders
  • Record TypeCustomer  
  • Sub TypesCustomer  
  • Execute as Admin is checked
  • Release Status: Released
      

3. In the Initiation section, set the following:

  • Event Based: Selected
  • Event Definition: On Create
  • Trigger Type: All
  • Context = Web Store

4. Click Save.
5. Click New State.
6. Enter a Name then click Save.
7. Click State 1 > New Action.
8. Click Set Field Value.
9. In the Basic Information section, set the following:

  • Trigger On = Entry
  • Context = Web Store

10. In the Parameters section, select Sales Rep in the Field dropdown.
11. In the Value section, set the following:

  • Static Value= True
  • Selection = The assigned sales rep

12. Click Save.

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