1 件の回答
You can use a quick text with a financial account merge field to populate account numbers in a task.
Please try the below steps
- Go to Setup in Salesforce and search for "Quick Text" in the Quick Find box.
- Click on "Quick Text" and create a new quick text by clicking on the "New" button.
- Give your quick text a name and add your financial account merge field in the text area. You can use the merge field syntax of "{!Account.AccountNumber}" to insert the account number.
- Save your quick text.
- Now, create a new task and select the "Quick Text" option in the "Description" field.
- Select the quick text you just created from the dropdown list.
- The account number should now appear in the task description.