Set Up the Default Sales Rep of Customers who Purchased from the Web Store

To create the workflow:

 

1. Navigate to Customization > Workflows > Workflows > New.
2. In the Basic Information section, set the following:

• Name: For example, Sales Rep for Web Orders
• Record Type: Customer  
• Sub Types: Customer  
• Execute as Admin is checked
• Release Status: Released
    

3. In the Initiation section, set the following:

• Event Based: Selected
• Event Definition: On Create
• Trigger Type: All
• Context = Web Store

4. Click Save.
5. Click New State.
6. Enter a Name then click Save.
7. Click State 1 > New Action.
8. Click Set Field Value.
9. In the Basic Information section, set the following:

• Trigger On = Entry
• Context = Web Store

10. In the Parameters section, select Sales Rep in the Field dropdown.
11. In the Value section, set the following:

• Static Value= True
• Selection = The assigned sales rep
  

12. Click Save.