I will appreciate any ideas regarding this issue.
I want to fill in the 'Related To' field in the activities which were attached to a Contact during a Lead conversion.
1) I created a process for a Lead object via a process builder.
2) Set up a condition that a current Lead’s record was converted and a Lead’s Converted Account ID wasn’t null.
3) Set up an action that had to update the Lead’s task records with an ID of the future converted Account.
But unfortunately, it didn’t update the ‘Related To’ field in tasks after the Lead had been converted.
6 件の回答
Ooo wait I was thinking in terms of generating new Tasks. Yes, the answer @Eric posted is correct. If you want to create new Tasks, then the way I posted above would be how you do it. With that being said, you don't have to do anything.
