I thought I remembered that you could relate a task to multiple records at once; in LEX? For example, when you create a task, can you relate that single task to an account, opportunity, and custom object?
6 条评论
@Tammie Silber Just a thought.... I know you can relate to multiple records in the New Notes Feature. And in Salesforce 1 you can swipe to create a Task from the Note.
https://help.salesforce.com/articleView?id=000212235&type=1