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Topics#Sales And MarketingAhad Farooque's Question
Ahad Farooque (CloudJunction Advisors) asked in #Sales And Marketing
May 9, 2019, 11:43 AM

Update Lead Status after first email is sent from lead object

I need to develop a functionality where the lead status is changed to 'working' when a first email is sent from salesforce (refer to the screen shot)Update Lead Status after first email is sent from lead object

 

Please note that i have already setup a process builder that works on other tabs such as log a Call , New Task and Event. But its not working on Email.

 

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9 answers
  1. Evan Ponter (Ponter Solutions)
    May 9, 2019, 10:19 PM
    I'm not seeing the TaskSubType field for that record in any of the screenshots. I don't believe you have this field on the page layout for the Task object.

     

    In the Developer Console, run this query:

    SELECT Id, Subject, FORMAT(CreatedDate), TaskSubtype FROM Task WHERE Who.Name = 'Kane Hebrew' LIMIT 50

    Then post a screenshot of those results.

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