Our sales dept want to control the data entry for Leads.
When adding a Lead, there will always be a Parent Contact and a Parent Account as we use MDM but it is currently possible to choose values for both of those fields and those values do not need to be related.
The success flow required is:
1. Select a Parent Contact from the Lead form
2. Code to lookup the Account of the Contact and enter that value in the Parent Account field of the Lead form
I could write a workflow that updates the Parent Account field on Save but this is not ideal. i think I need some jscript on the Lead form but the examples I have do not go as far as looking up one value, searching another entity for a second value and them populating the form with that 2nd value.
Thanks; any solution would be great, and suggestions how to do it easier are also welcome!