Autofill the Account column in Easy Calendar

Owned by Jordan Junkermeier
Last updated: Jul 08, 2024Version comment
2 min read

Contents

Overview

This document outlines how to automatically populate values in the Account column in Easy Calendar.

Automatically populating values in the Account column in Easy Calendar also automatically populates values in the Account column in Batch Entry.

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Walkthrough

Follow the below steps to automatically populate values in the Account column in Easy Calendar.

Create Custom Metadata records

When the Account column is configured to be automatically populated, Easy Calendar uses Second Record to Account Mapping Custom Metadata records to set the Account based on the Lookup field selected as the Second Object.

Follow the steps in Configure Second Record to Account Mapping Custom Metadata records to map Lookup fields to Account fields.

Select checkbox in Time Tracking Settings

After the Second Record to Account Mapping Custom Metadata records have been created, the next step is to select the Autofill Account: Easy Calendar/Easy Cal. checkbox on the Time Tracking How To & Set Up page:

  1. Navigate to the Time Tracking How To & Set Up page.

     

  2. In the Time Tracking Settings section, select the Autofill Account: Easy Calendar/Easy Cal. checkbox.

  3. Click Save.

See also

Time Tracking is built by Fostering and powered by Salesforce.