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Topics#Data ManagementPam Vandekerkhove's Question
Pam Vandekerkhove (xx) asked in #Data Management
Apr 13, 2017, 8:15 PM

Related list of LEAD tasks on ACCOUNT record

I have a custom lookup field for Account on my Lead object.  I would like to provide a related list on the Account record that shows tasks that are associated to the related LEADS..

 

I understand that I might be able to do this with process builder, but I would really appreciate help in getting started.

 

Thank you!  
2 answers
  1. Jake Brushafer (Penrod)
    Apr 13, 2017, 9:15 PM
    So you are going to want to add a lookup to account on your task too.  And then use your process builder to populate the account on the tasks associated to the lead with the account id.
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