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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?
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1 Reply
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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:
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