I've built a workflow, process in PB, and a custom formula field to make this happen but i'm running into issues when it comes to tasks being logged using the email-to-salesforce feature.
It's my understanding that there is a behind the scenes workflow that is used to create tasks when the email to salesforce code is BBC'd on the email. Therefore my workflow, process, and custom formula field are not being triggered, as WFs cannot trigger other WFs.
Has anyone else ran into this issue, how did you manage to solve?
3 respostas
Hi Mike,
Mark as best answer, If it resolves !!
Please check below link
https://sf9to5.com/2017/02/19/cross-object-field-update-using-process-builder/
let us know if it helps you and mark it best if it helps you
Thanks,
Bhanu Prakash
visit ForceLearn.com