Hi all,
my form handler triggers a new task. The important information in the form handler is the free text field (salesforce comment field). In the triggered notification e-mail this field is not included. And since you cant costumise the task notification e-mail, this is no an option at all.
So i want to configure the task layout that it shows the free text field from the form. Right now, there is no way to include that field. I also cant assign that field to task layout template trough object manager. For whatever reason i also cant create new fields under "task", yet i can under "leads" for example.
So right now, the important free text field from the form is just invisible in both the notification email and the task layout.
#Sales Cloud #New Task #Custom Objects #Salesforce Field Service
I did understand that. But the fields created in the activity object do not show up in pardot/webtolead as a custom field for my form handler (only fields created under lead show up in pardot/webtolead). So the field in activity is pointless if i cant fill it through a form or webtolead.
So how do i create a field in a pardot form that connects to a field created under activity object that can be used for task layout?
