-
Task Field update from Account Field in salesforce?
I am trying to update a Task field based on it's Account Field using Workflow Rule, but i am not able to do it.How can i achieve this?
-
1 Reply
-
Hi Manpreet
You are not able update a task field based on it’s Account Field using Workflow Rule, but you achieve this by using Process builder.
The reason for this is that you cann't get Whatid in workflows that is needed for getting information of related account wth task but on the other hand in process builder you will get it
Hope this may help:
Log In to reply.
Popular Salesforce Blogs
Salesforce Opportunity Stages Best Practices
One of Salesforce’s numerous advantages is its ability to ensure transparent sales processes using a special tab called “Opportunities.” This tab displays a list of…
Apex Basics and Database | Salesforce Apex Tutorial Guide
In this blog we’ll learn about Apex, Apex features, Features not supported by Apex, when to use Apex, Flows of Action, Apex Environments, and Tools…
9 Reasons Why Sales Teams Struggle With Sales Results | Salesforce Guide
Sales. Yes, it is a tough job. One bad month and there are hundreds of questions to answer. No matter what the market reality is…
Popular Salesforce Videos
Salesforce Pay Expectations $$$ US and UK
Do you agree or disagree with these numbers? How do you think Mason Frank could have surveyed differently? In this video, Brad discusses just how…
Top 3 Reasons to Use Salesforce Checkout
Watch this video to understand your Salesforce contract information, make payments, and add additional licenses with Salesforce Checkout. This video discusses about the top 3…
Transform the Consumer Experience - Salesforce Customer 360 Guide
The Transform the Consumer Experience Customer 360 Guide helps you: Unlock & unify data Personalize digital journeys Go direct to consumers Scale service across channels…
