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Topics#Data ManagementDomanda di Ashley Manning
Ashley Manning (Honkamp Krueger & Co) ha fatto una domanda in #Data Management
19 dic 2017, 15:42

I am trying to use a field on a lead to populate certain activities. Can I use process builder to do this? If so, how?

I am trying to use a field on a lead to populate certain activities. However, it doesn't appear that I can get to information on the lead related to the activity. Can I use process builder to do this? If so, how?
10 risposte
  1. Ahilesh Ragavan Radhakrishnan (Simplus)
    19 dic 2017, 16:04
    Hello Ashley,

     

    You have to do this using: Process Builder + Flows
    1. Set up a Process on the Task Object
    2. Pass the Name ID (WhoId) and the Task ID as parameters to a Flow (Add a Launch a flow action in the process)
    3. Set up a Flow to accept the above 2 ID parameters
    4. Using Record Lookup element in the flow, fetch the Campaign field value from the lead record.
    5. Now use the Record Update element to update the Campaign field on Task with the Campaign ID you got from Step 4.

    Here is an article which will help you understand how to launch a flow from a process:

     

    https://automationchampion.com/2015/02/24/getting-started-with-process-builder-part-5-launch-a-flow/

     

    Note: You will not be able to acces leads fields in Process builder as the "Name" activity field is not considered a lookup relationship, instead it is a special relationship field to Contact and Lead.
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