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While CSMs are creating a new record in a Low Volume custom object from C360/R360 > Related List (Report on Low Volume object), other fields having lookup to standard fields from Company or Relationship are populated automatically.

Business Use case: If the Industry Type string field in the Low volume object looks up to a standard field in the Company object (other than Name and GSID), while adding a new record in the Low Volume object, the Industry Type field is populated automatically.

Notes:

  • Low Volume Object fields having lookup to a custom field in a Company or Relationship fields are not populated automatically.
  • Previously, fields which look up to Name and GSID in the Company object were already auto populated.

This enhancement is also applicable while adding a new record from the Data Operations page by Admins. For more information, refer to the Data Operations article. For more information, refer to the Overview of Customer 360 Details article.

 

Hello - I’ve run into this same situation with fields for Company and Person. Our use case is a custom object that stores product-role data where I’m requiring company and person association for reporting purposes.

I have a report that presents this data on the P360 view and allows adding/updating. As CSM’s add product roles to a person, having to manually search/select company and person adds extra time and risk to this process.

Thanks.

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