I am trying to bring some information on task layout which is related to Account name.
As there is a "related to" field when we log a call in salesfoce and that related to field is account name.
Now my next requirement is, when I logged a call then on task layout I want to see customer's suburb and city name.
I tried creating a formula field on activity object where I can get related to's suburb and city name. But there is no further option to get it.
Please see the below image:
Any advise how i can bring the customer's address information auto populated on task layout.
I know one way of adding "Account name" look up field and then adding further account related information but in that case every time I log a call I have to add account name manually but in "related to" field it comes automatically.
Is there any other way out?
Any help will be highly appreciated.
Thanks
Jas
답변 8개
You could use Process Builder or Flow to update a hidden Lookup(Account) field with the WhatId(Account)
Then create simple cross-object Formula fields on the Activity object that reference the custom Lookup(Account) field
