Hi all
I'm adding "log a call" functionality on a claim standard object (FSC)
The claim is auto populated to the task
I want the account (person account) to be also auto populated
how can I do that? which field should I use? (The name field is only referring to contact or lead...) I also want the call to be shown in both claim and account activity timeline
2 respostas
Thank you @Ashwini Garwandha
How do I do the following:
- In the Quick Action, use the Related Record Field to reference the Account field on the Claim object.
- If the Claim has a lookup field to Account, map it to the AccountId in the Task
