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Developer Forums User (Inactive) (Salesforce Developer Forums) が「#Formulas」で質問
2019年7月4日 6:38

populating WhoId with formula

Hi all, I have a problem that regards predefined fields in Event creation Action.

Currently, the action that creates the event (in this case named 'Stipula Atto/Contratto') has 2 predefined fields. One is the 'Nome' or Name field, which is the preset WhoId field, and the other is custom field called 'Venditore'. These can be see in the image below:

populating WhoId with formula

Both of the fields hold references to a Contact. The problem is, we want the value currently being predefined in the 'Venditore' fields to be concatinated to the 'Nome' field. 

We've already attempted concatinating both formulas into the 'Nome' field, however the following error arrises when this is done: 

Error: The data type of the formula result (Text) is not compatible with the expected data type (Search (Lead, Referent)).

This is shown in the image below:

Error for concatination

I understand that the error explains that concatination parses the reference into text, so I would like to know how to concatine 2 contact reference into 1 field, while keeping both references as actual contact references.

I'm assuming it is possible to add multiple contacts into the WhoId field because it is already possible to add multiple contacts into the field manually when creating the activity. Can anyone point me into the right direction about how to solve this problem? Thank you very much.

 
7 件の回答
  1. Developer Forums User (Inactive) (Salesforce Developer Forums)
    2019年7月8日 7:12
    Regarding the above problem, I'd like to pose another question that might bypass the above. Is it possible to set another field (apart from the WhoID field) to be used as a Related To field? Because if so, by keeping both WhoID and the custom Venditore field, I will still obtain the functionality I need. Thoughts? Thanks
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