Dynamic Defaulting for Custom Segments
In some cases, you may want to apply a custom segment to two record types that have a relationship. In these cases, you may want the segment on one record to populate automatically with the value of the segment on the other. To configure this behavior, you must specify dynamic default logic for the segment.
With this approach, at a high level, you create a relationship between the following:
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One or more target record types - The group of record types, or single record type, whose instances receive the dynamically loaded default value.
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A field on the target record type - This field is used to identify the particular record instance that provides the default value. This record is the source record instance.
For more details, see the following topics: