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Workflow set up - how to copy over information to related record?

Question asked by Anna Osanmaz on Jul 6, 2016



I´ve set up the following:


When a Sales Stage changes to a specific value (Sales Stage 3) a new record of a custom module gets created automatically.


In addition to that I want Information of some fields from the Opportunity Screen to copy over to fields in the newly created record of the custom module. I´d like the assiged user name of the opportunity to be copied over to field 'Sales person' in the related custom module for instance. Is this better done by worklflows or by calculations (formulas) in the fields?

Does anyone have an idea on how to set this up - no matter if it´s via workflows or formulas?


Many thanks!