Hello-
I have a two-pronged question.
We are starting a process where each of our board members will be responsible for 10 donors. We want to track the activities that these board members do with their donors. Right now our board members are contacts in our system and NOT users. We do not have enough licenses for our board members and they will not be inputting any data into Salesforce. We will track it internally.
I looked and it doesn't appear that you can assign a task to a contact nor does it appear that you can create a lookup relationship custom activity field. Can someone verify for me that those two actions are not possible?
It's fine if not-I just wanted to verify before moving forward with a different way to track this.
Thank you!
2 Antworten
Hey Blair,
Unfortunately, everything you stated above is true. What you could do, however, is create a custom picklist field on the activity object (made available for just tasks) that would contain each of the Board Members Names. When you go in to create these activities, all you'd need to do is simply select which board member the activity pertains to and then specify the donor as you would if you were logging any other call.
Additionally, you could create a custom object, call it Board Members and then create a lookup from the contact to the Board Member object (1 Board Member Record for each Board Member). That way, you could then log the task to the contact (whoId) = donor and the Boardmember (whatid) = board member.
Hope this helps!
Best of luck!
