can i convert my lead to existing close won opportunity?
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Can someone please share how their convert "log a call" from Classic js button to Lightning?
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Thanks! That's very helpful. I just created it and added in Lightning page. Since users are still in Classic so now they see 2 buttons of the Log-A-Call so I removed the new one for now and switch it when we go live.
Hi all, I'm not sure if this is the correct place to post this but let's try!
I have 2 fields : one is a relationship field and one a text field. I'd like to automatically push the text field data into the relationship field.
I have created a process that takes the formula from the text field and put it in the relationship field but it didn't work.
Any ideas?
(Please note that the text field is not manually created, it is an automatic import from an add-on, so it cannot be imported as relationship field)
Thanks!
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Thank you @Bruce Stewart for your answer. I have tried the SF ID and Safe ID but non have given a result so far.
I am not exactly sure what you mean by FLOW though..
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Sorry @Fiona Quick the only thing that I know about Apex Triggers is that I dunno anything about Apex Triggers (I'm strictly Formulas and Declarative)