I am looking to create a process builder that does the following:
When either the 'Last CSM Activity Date__c' or 'Sales Rep Last Acitvity Date__c' are updated/changed on the Account object, then update the related Customer Info object 'Comments__c' field with the following:
Last AM/AE Touchpoint = {Sales Rep Last Activity Date__c} - {Sales Rep Last Activity__c} | Last CSM Touchpoint = {Last CSM Activity Date__c} - {Last CSM Activity Type__c}
How would I put the above into a concatenated formula field?
4 respostas
Hi Brittney,
Try this:"Last AM/AE Touchpoint =" + " " +
TEXT([JBCXM__CustomerInfo__c].JBCXM__Account__r.Sales_Reps_Last_Activity_Date__c) + " " + "-" + " " + [JBCXM__CustomerInfo__c].JBCXM__Account__r.Sales_Reps_Last_Activity__c + "|" + "Last CSM Touchpoint =" + " " + TEXT([JBCXM__CustomerInfo__c].JBCXM__Account__r.Last_CSM_Activity_Date__c) + "-" +
[JBCXM__CustomerInfo__c].JBCXM__Account__r.Last_CSM_Activity_Type__c
If that doesn't work, could you please tell me what type of fields are those?
Regards,
Jayson
