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Medhanie Habte 37 Automatically assign WhatID to Contact's Account Record when Composing Gmail
Greetings,
Some of our users currently use the Compose Gmail button on contact records to send an email via Gmail which creates a completed activity in Salesforce. However, we are wondering if there is a way to automatically assign the WhatId to the contact's account record based on the WhoID being a contact. It's tricky as we're dealing with a polymorphic field, but wanted to know if there are any workarounds to address. We commonly use Account records and have built custom lookup fields for other objects such as opportunities, cases, et al, which allows us to exclusively handle records in those objects.
Hope it helps,
Some of our users currently use the Compose Gmail button on contact records to send an email via Gmail which creates a completed activity in Salesforce. However, we are wondering if there is a way to automatically assign the WhatId to the contact's account record based on the WhoID being a contact. It's tricky as we're dealing with a polymorphic field, but wanted to know if there are any workarounds to address. We commonly use Account records and have built custom lookup fields for other objects such as opportunities, cases, et al, which allows us to exclusively handle records in those objects.
Hope it helps,