I am currently working on a project where there is a multi-select picklist field name "call type". When a sales user logs a call, they may select multiple call types that suit their case.
I would like those call types to appear on the account page, under a new field called "meeting type". I currently have a flow that works, except it only brings the last option selected from that "call type" field into the "meeting type" field on the account. I can't figure it out.
Is there a way to have those selected values all be pushed over the that "meeting type" field? This is so when we go to report on accounts, we can filter by accounts that have not had the selected meeting types. Any help is greatly appreciated. Thank you!
Hi Jeremy,
You could do this with something like a flow or code, but I think an accounts reports with cross filters might be easier on your org and give you what you need.
Example: Use WITHOUT in Cross Filters (salesforce.com)
Otherwise you'd need something to run through all the related records, look at all the multiselect picklist values on all those records, compare it to what's currently on the account and then update it (if required). As you get more and more records in Salesforce it becomes a bigger and bigger task for Salesforce to handle.
