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Topics#Sales And MarketingPregunta de Erica Marriott
Erica Marriott (CentralNic) preguntó en #Sales And Marketing
26 nov 2019, 17:07

Updating a custom field on Lead with the Activity Date in the activity Task

I am very new to the process builder but I have attempted to create something after reading many posts here. I want to pull through the date that is entered in each newly created activity to a custom field "Follow-up Date" on the Lead object.

 

I’ve created the process as follows:

 

Criteria:

 

Conditions are met

 

[Task].WhatId; Starts with; ID; 00Q

 

[Task].Status; Equals; Picklist; Open

 

Actions:

 

Record: [Task].Name ID (Lead)

 

Updated records meet all conditions

 

Set new field values -

 

Follow-up Date; Field Reference; [Task].ActivityDate

 

Can anyone help direct me to what is incorrect here? I have tested and it does not seem to be working. I’ve read some posts about a similar process but for Tasks when changed to completed status. Instead I want to have the future date of when the next follow-up activity on the lead will take place (we have just two statuses - Open & Completed).

 

In addition I have some related questions:

 

1. Will this only capture New Task activities and not New Event entries?

 

2. If there are multiple tasks will the custom field be updated each time a task is created or edited with Open status?

 

Thanks!
7 respuestas
  1. Rabin B (Scotiabank)
    26 nov 2019, 18:04

    Search as Name ID instead of Related to Id and it would populate the WhoId.

     

    Regards,

    Rabin

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