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Hi Experts,

 

I am stuck with one process builder or not sure if taking the right path to complete my task :

 

- There is a 3rd party integration with salesforce for automatic lead creation from website and sending SMS to the clients.

 

- when a lead is created user sends SMS to the client.

 

- when client responds back, the SMS history becomes one Task under the lead with the "Assigned To" as a person who has installed the SMS installation package but not the owner of the lead.

 

- Need to write a process builder which would automatically updates task "Assigned To" field with the lead owner when the client sends the response over the sms.

 

Please help me soon. Thanks in advance.
1 respuesta
  1. 5 may 2017, 06:07
    Hi John,

     

    You hav eto use trigger for this ,the reason is incase the Lead owner is changed it as to update the Assigned to also for that particular thing use trigger.
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