Formula to update lead field when a related task is completed

Question

I cannot get this formula to work and have searched every option i can think of. I am trying to set up a process builder set up so that when a call is completed, a custom number field on the lead record will update +1. I have a custom field created on the lead object - Call Attempts - Call_Attempts__c

I have the process starting when a task is created.

I have the criteria as

Formula to update lead field when a related task is completed

I then have the action defined and can get the related field on the lead, but cannot figure out a formula to work. Have tried [Lead].Call_Attempts__c+1 but get error messages A formula in add +1 has an incorrect object reference. In the formula, replace [Lead] with [Task]." I can't switch to task though because the field Call Attempts of course doesn't exist on that object.

Please let me know if you have any suggestions to make this work.

Ahilesh Ragavan Radhakrishnan · Answer

Hi Wendi,

We can't do this update with just a proces builder. Need a flow to be called from the PB.

See this:

Update a Lead record based on activity of that record (https://help.salesforce.com/articleView?id=000338937&type=1&mode=1)

Formula to update lead field when a related task is completed

Sales And Marketing

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