I want to connect the action plan to the task that it generated from the Action Plan Template. I created a lookup on the Activity object and wanted to create a flow to connect the activity to the action plan, but I'm not finding the connection to perform the update. Any support would be apprecitaed. Thank you.
1 个回答
Hi Cecilia,
Please see this link :
https://help.salesforce.com/s/articleView?id=sf.fsc_action_plans_considerations_for_using.htm&type=5
