+ Start a Discussion

web-to-case account linking


we've setup a web-to-case form for one of our clients, and need to create a validation rule that will link all submissions to this particular form to our clients account.

our client is a very large company.  we don't need to add all persons submitting as contacts in SF.

my thought is to create a custom field in SF that always submits a certain value to SF when the form is submitted.  then create a validation rule that says something like -

if Custom Field value = X, then make Case Account Name = "CLIENT".

I know there's certainly a way to create a rule like this, but i'm not sure how.

any insight?


Any guesses on how to achieve this?

Thanks again!