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Topics#Data ManagementLEAH Gus の質問
LEAH Gus (Gus) が「#Data Management」で質問
2017年9月6日 23:04

populate related to field with opportunity on task created by process builder

I am creating a process builder to create a follow-up task when a task is created with a certain criteria. I can't get the related to field to work in the set field values. If I create the task from an opportunity, the related to field is already populated with the opportunity. when the task saves, I want a process builder to immediately create a task for 7 days later. How do I get the related to field to populate with the opportunity that the first task has?
7 件の回答
  1. LEAH Gus (Gus)
    2017年9月7日 1:50

    Ok I get up at about 4 in the morning. So I'll try it then.

    Leah Gustafson

    Salesforce Administrator

    May the SalesForce be with you

    Phone: 804-299-8988

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