I am looking to get some basic process automation done for my Salesforce instance. For example, when I enter a new record in an object, I want it to automatically populate certain list fields.
Example: If the customer is Panoramic Farm, I want the Load Type to automatically change to "Panoramic Farm Load" and the pickup address field to automatically select "Panoramic Farm".
Second example: When entering a new record, I want certain triggers to run before the record is saved.
Thanks! ... Show more