

While Account will have an SCM record field.

So, under SCM record there will be a related list having all the Account records s/he handles One Account will have a single CSM and one CSM can handle multiple Accounts. The Account record will have an Account owner as well as CSM user value once the deal is established. If we understand the problem statement carefully, we can observe that the ultimate goal is to create a new field that will have CSM user value on the Account object. Hence, the most comfortable solution is to search for an AppExhange solution. Use a Lightning Bolt Solution to share or sell a solution on AppExchange. It can combine custom Lightning apps, business process flows, and Experience Builder templates and pages in an easy-to-build and distributable form. The lightning record page is irrelevant. Only building a record page will not solve the purpose.Ībout Bolt solution, a Lightning Bolt Solution is a portable package thats packed with power. The screen flow page will definitely take time to build. Visit “Platform App Builder Certification trail mix” on:Īs per the scenario we have a strict timeline.
