Hi there,
Greetings of the day!
So, if I understand your requirement correctly - you need a Worflow + Workflow Activity configured so that the worflow activity will search for a Partner Address (as in Lead), within Partner Address (as in Groups), and for the matching records get the User 1 (as in Groups) and User 2 (as in Groups). For a match found, the Assigner 1 (as in Groups), and Assigner 2 (as in Groups) from both User 1 (as in Groups) and User 2 (as in Groups) should be updated. Please help to let me know if my understanding is correct.
Questions:
1. Partner Address (from Lead) to Partner Address (in Groups) - are these address fields; are the addresses to be matched? Please clarify the search criteria.
2. For the matching record, Assigner 1 and Assigner 2 should be updated - are these User / Team type field - what value should be assigned to these?
I request your connect to discuss the above further.
Thanks,
Regards,
Rajesh Menon