Hello, here is the scenario:
I've a field in the record called 'referred_by' which is an existing record in the database. This works fine when someone fills out a form and refers somebody, a new lead is created and 'referred_by' is populated.
Now I want to automate an operation so that, the existing 'referred_by' persons record, 'my_suggestions' field gets updated by the original email address that was submitted.
Hope this makes sense.
How do I resolve this? Much appreciated.
Solved! Go to Solution.
If you're using a CRM, I think it would be best be done there. For instance, I would use a Salesforce workflow to update the "my_suggestions" field.
Sorry, but no, you cannot change a value on lead B with a workflow that runs on lead A in SFDC. YOu will have to use more complex techniques such as "autolaunched flow".
I was under the impression this was an internal user referring the lead, which is something we track here in my org. I didn't see that these were two leads. Good catch! Mea culpa.