We currently use a Cadence Outreach Tool that doubles as a data scraper, when outbound activity happens (Calls, Emails, LinkedIn Interaction, etc..) the Task is pushed through onto Salesforce and is mapped to the Contact ("Name" Field / WhoID) and the Account ("Related To" field / WhatID). The Cadence Outreach Tool is limited in not tagging that activity to an Opportunity (this is a missing feature on the platform) Question: Do you know how we can have these tasks, show up on the Opportunity as Tasks (we are worried that if we set a Flow up to automatically change the Related To field from the Account Name to the Opportunity Name it may interfere with activity mapping on our Cadence Tool with Salesforce Work Complete Already: Custom Field on the Activity Object for "Related Opportunity" this works in terms of populating the the Open Opportunity associated with the account (if there is one) and it does link to the opportunity via the "Chatter" tab and "Activities" under related objects - however it does not link as a historic activity because the "Related To" is set to the account (see below screenshot from Opportunity Record page showing -0 Activity although there is one linked under Chatter or Related Items) Any insight would be appreciated
@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *
