Couple of things:
I am trying to use merge fields to add in details for a Lead's meeting with one of our strategy team:
1. Strategy team member should be pulling through a Salesforce user, instead it is pulling through this snippet of code
2. The date field in Salesforce CRM has a date and time however it is only pulling through the date
Anyone know how to sort these two issues?
#Merge Fields
답변 8개
Yes if the change in user and date is happening on the lead the merge fields are pulling from then formula fields are fine for this use case.