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
4 Antworten
Interesting.
It seems like creating a Note with Process Builder is not available yet.
I found this https://success.salesforce.com/ideaView?id=0873A000000lKEoQAM