When logging a call on a contact or lead, I would like to have a feature that automatically fills out the "related to" field (whatID) after the call is "logged".
How is it possible to accomplish this? I attempted to accomplish this via workflow and process builder. I believe Process builder is the way to approach this, however, when I test it in the sandbox it doesn't pull over the appropriate field.
Thanks for your help!
3 réponses
Hi Jory,
You can create a new action and use that instead where you can have prefedined values.
See:
Hope this helps,
Ines
