Update Lead Source Original with Lead Source Most Recent if empty | Community
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Kevin_Charette1
Level 2
September 10, 2018
Question

Update Lead Source Original with Lead Source Most Recent if empty

  • September 10, 2018
  • 1 reply
  • 1717 views

Is there an easy way to update the Lead Source Original with the data in Lead Source Most Recent?

I'm thinking in a form fill Lead Source Most recent should always be filled out when the form gets submitted so its updated. But there should be a program to check that if there is a lead source most recent but not a lead source (so in this example this is the first time we see this lead) then the lead source original should be updated with the lead source most recent.

Whats the best way to do this so that its scalable and never something I have to worry about as we add more content.

Thanks!

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1 reply

Josh_Hill13
Level 10
September 11, 2018