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Hi all, 

 

I am trying to create an automated process which would create and link a new note to an account when a lead has been created and related to the account (as identified by the Related Account field on the lead object). The new note would have a body = the description of the new lead.

 

Thanks in advance for any and all help - it is very much appreciated. And for context, I am working in Financial Services Cloud.

 

Thanks,

 

Ricki
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