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Ryan Russikoff 님이 #SalesCloudAskAnExpert에 질문했습니다

how do i auto relate tasks to Person Accounts? #Sales Cloud

답변 2개
  1. 2022년 1월 29일 오전 8:57

    Hello Ryan,

     

    You can create a lightning flow to relate the tasks to person accounts as Process builder and workflow features are getting retired soon.

    If you are new to lightning flow then this video will give you a basic idea of how it will work in your business use case - https://www.youtube.com/watch?v=37KrxoxrSZ0

     

    Also, check the considerations for Using Person Accounts - https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm&type=5

     

    Hope this helps. Thank you

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