Wednesday, May 22, 2019

Set a Default Lead Source on Customer Records Using a Workflow

1. Navigate to  Customization > Workflow> Workflows > New
2. Set the following:

  • Name: (Enter a Name for your Workflow For example, "Set Default Lead Source"
  • Record Type: Customer

  • Sub Types: Customer

  • Execute as Admin is marked

  • Release Status: Released

  • Event Based: Marked

  • On Create: Marked

  • Trigger Type: All

3. Click Save.
4. Click New State.
5. Enter a Name then click Save.
6. Click the New State.

7. Click on New Action.
8. Choose Set Field Value for the Type.
9. Set Trigger On = Entry.
10. In the Parameters section, set Field = 
Lead Source.
11. In the Value section, mark Static Value and select the default Lead Source value in the Selection field.
12. Click Save.

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