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Lionel Kamdem (*****) 님이 #Formulas에 질문했습니다
2018년 9월 7일 오전 11:49

Is it possible to reference the LEAD log a call/activity in workflow or process builder rules?

Hi

I'm trying to set up a workflow rule for leads where if someone has logged a call 7 times and the lead status has not been set to converted, than the status will be automatically set to closed - not converted. 

How would I be able to reference the log a call button or the activity associated with it? 

Thank you. 
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  1. Lionel Kamdem (*****)
    2018년 9월 17일 오전 2:38
    Hi Khan 

    Sorry for getting back to you so late. Is there a way to check to see if the person logged an activity 7 times in the process builder. Is there a formula for that? 

    From the link you provided Name ID (WhoId) field starts with 00Q. So there's no way to differentiate one logged call from another.

    Thank you!
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