Thanks for your help.
13 réponses
+ Ahilesh,
Your approach is spot on, and will undoubtedly work, but she mentioned she's new to the platform, so she may not have learned Flow yet.
Let me just throw this out there...and we can talk through it further if you like it.
I've done something similar by creating a custom Activity field as a Lookup to the object in question (in this case, the Candidate object), then relating the Task to the Candidate record that way by doing an update using Process Builder. From there, as part of that same process, I am updating a custom Date/Time field on the Candidate record (I called mine Last Activity Created) with a Field Reference from the Activity Created Date.
Now, in addition to Task, this process would also have to be built for Event and Email...but it does work when I test it by creating a Task from the Candidate record.
Note: I'm using Task is related to Candidateas my entry criteria for this process...like this:
[Task].WhatId | Starts with | ID | a1j
...and your custom
Candidate object's ID may start with three different caharacters - a1jxxxxxxxxxxxx was just the ID that was assigned when I created the object in my Dev org.
