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Update User Field Automatically Based upon Organization Field

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Victoria Thrash

Publication le 20 mars 2024

Hi There! Our organizations have a text field that indicates who their reseller partner is. I would like that organization field to drive automatic updates to end user fields. Example below:

- Organization partner field contains the text "reseller A"

-When organization partner field contains "reseller A", the user picklist field should be set to "reseller A" which then tags the user so I can segment their guide content. 

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