I tried creating a lookup field to Account from Event and a formula field to copy the data to Event, but its not working, could you please provide input on this?
1 个回答
Hi @Ranjitha TR ,
WhatId cannot be used in formulas, so I think we need some automated processing.
WhatId
The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic. Polymorphic means a WhatId is equivalent to the ID of a related object. The label is Related To ID.
