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Topics#Data ManagementPregunta de Courtney King
Courtney King (C.King Muzic LLC) preguntó en #Data Management
3 mar 2020, 14:09

is there a way to take a custom date field related to a specific event type and add that date to a contact record?

Hello, we have what is called face to face events. I need a way to take the date from face to face events and place that date on the contact. I have the field created on the event record and I added a workflow to populate the date. now I can't seem to find a way to connect it back to the contact the event was created with. process builder (event object change updates event.contact record custom field) workflows haven't worked thus far. what am I missing? also, trying to avoid code... any thoughts?
2 respuestas
  1. Nathaniel Manns (DX Foundation)
    3 mar 2020, 14:23

    It sounds like your desired workflow is

    1. User creates Face-to-Face event in SF with scheduled date and related contact record
    2. SF updates related contact with date on event record.

    If so, I would create a Process Builder that is triggered by the Event object. Set your evaluation and criteria rules as needed. Then, create an update records > related records > Name (ContactID) from the list of fields. Then you'll be able to select your custom date field and update it with the desired date field from the event.

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