I am trying to bring some information on task layout which is related to Account name.
As there is a "related to" field when we log a call in salesfoce and that related to field is account name.
Now my next requirement is, when I logged a call then on task layout I want to see customer's suburb and city name.
I tried creating a formula field on activity object where I can get related to's suburb and city name. But there is no further option to get it.
Please see the below image:
Any advise how i can bring the customer's address information auto populated on task layout.
I know one way of adding "Account name" look up field and then adding further account related information but in that case every time I log a call I have to add account name manually but in "related to" field it comes automatically.
Is there any other way out?
Any help will be highly appreciated.
Thanks
Jas
8 Antworten
You could use Process Builder or Flow to update a hidden Lookup(Account) field with the WhatId(Account)
Then create simple cross-object Formula fields on the Activity object that reference the custom Lookup(Account) field
