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Allocation rule to fetch sales A/c from Employee Record

  • July 25, 2025
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hello all,

I was wondering if its possible without customization to fetch the Sales A/c from the Employee record instead of hard coding it to replace (Account origin)?

 

Best answer by Heidi Dempsey

@Harry This would require a customization as it is not a choice in the drop-down menu.

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Heidi Dempsey
Community Manager
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@Harry This would require a customization as it is not a choice in the drop-down menu.

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