Couple of things:
I am trying to use merge fields to add in details for a Lead's meeting with one of our strategy team:
1. Strategy team member should be pulling through a Salesforce user, instead it is pulling through this snippet of code
2. The date field in Salesforce CRM has a date and time however it is only pulling through the date
Anyone know how to sort these two issues?
#Merge Fields
8 answers
Yes if the change in user and date is happening on the lead the merge fields are pulling from then formula fields are fine for this use case.