Skip to main content
Topics#Sales And MarketingDarren Trumeter의 질문
Darren Trumeter 님이 #Sales And Marketing에 질문했습니다
2014년 11월 20일 오후 4:49

How do I copy a text field from the Opportunity Page (we use a rolling summary of the opportunity) into the Activity Page?

We keep a text field on our opportunity page that is updated when changes happen with the prospect.  I want to copy and use the same field in the activity layout so the opp can be updated at the same time, and it will show the rep the current status while they enter activities.
답변 4개
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2014년 11월 21일 오전 4:47
    That is not possible using off the shelf settings, Formulas, Workflows, etc, for that you'll need custom Apex Code.  Otherwise you might want to look into the (free) Agent Console or (paid) Sales Console Tab => https://help.salesforce.com/HTViewHelpDoc?id=console_about.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=console_about.htm&language=en_US)  

     

    Or (possibly) the Process Builder
답변을 작성하세요...
0/9000