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I love Salesforce (CloudF) 님이 #Data Management에 질문했습니다
Hi Experts,

 

I am stuck with one process builder or not sure if taking the right path to complete my task :

 

- There is a 3rd party integration with salesforce for automatic lead creation from website and sending SMS to the clients.

 

- when a lead is created user sends SMS to the client.

 

- when client responds back, the SMS history becomes one Task under the lead with the "Assigned To" as a person who has installed the SMS installation package but not the owner of the lead.

 

- Need to write a process builder which would automatically updates task "Assigned To" field with the lead owner when the client sends the response over the sms.

 

Please help me soon. Thanks in advance.
답변 1개
  1. 2017년 5월 5일 오전 6:07
    Hi John,

     

    You hav eto use trigger for this ,the reason is incase the Lead owner is changed it as to update the Assigned to also for that particular thing use trigger.
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