Create a Custom Field on the Customer record that displays a value of 1 when a certain checkbox is checked and 0 when the checkbox is unchecked.

Solution

1. Navigate to Customization> Lists, Records, & Fields > Entity Fields> New
2. Set the following:

• Label – Enter the field label
• Type = Integer
• Store Value = False
• Under Applies To subtab, check the Customer checkbox
• Under Display tab, select Main on the Subtab field
• Under Validation & Defaulting subtab:
• Formula = Checked
• Default Value = CASE WHEN ({custbody_checkbox}=’Yes’) THEN 1 ELSE 0 END
• Note: Change {custbody_checkbox} to the Field ID of the checkbox you want to use

1. Click Save