Set a default value for a lookup field
Salesforce Asked by Aurélien Laval on October 4, 2021
I would like to find a way to create an opportunity and set a default value for the field "Primary Campaign Source", the value will be all the time the same.
It will be possible for the user to change the value when he creates the opportunity.
Do you have an idea?
Thanks
One Answer
You can do this using a Flow.
Winter '20 added a Record Lookup feature that allows you to pre-populate a lookup value by setting the Record Id field value on the lookup component. (Seen on the right in the image below)
Answered by Mark Pond on October 4, 2021
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