I wanna create process builder on activities like if someone added a note then automaticaly task need to be created with.
and but there is no Object in Process builder for Activities.
what Object should I select to create a task angenst another task?
3 respuestas
Hi Bilal,
Greetings!
If your Activity is Related to a Case or Opportunity, or even your custom object, in most cases you will have these records related to an Account. For Name To, this will work for those Contacts that are related to an Account, since a Lead is not related to an Account, it will not work for Leads
This article will use this to your advantage to be able to update Cases, Opportunities, or your custom object, as long as those are related to an Account.
https://help.salesforce.com/articleView?id=000340068&type=1&mode=1
Please mark it as best answer if it helps you to fix the issue.
Thank you!
Regards,
Suraj Tripathi
