The tricky part is I also have Last SERVICE Call Date and Last SERVICE Call Description. I'd like these fields updated based on the user/profile from the quick log a call.
I know I need to do this with a trigger as opposed to workflow rules but I have no experience with Apex. Any help is greatly appreciated!!
9 answers
When you deactivate it, you'll have to clone it. This basically creates a new version of it. It is weird, I know.
Sorry, I had a mistake in the steps. You don't want Account Master ID, you just want t ochose the Account ID without navigating through the relationships. Here is a screenshot of what your immediate action should look like for Updating Records.
I use this process for updating Account fields from a Task created. Your use case is only slightly different since you have two set of criteria to update two different field sets based on the Sales/Service need.
