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AnonymouseAnonymouse 

How do you have the custom formula field check if there is a WhatID for an opportunity if there's no direct relationship between Event and Opportunity?

Hello,

How do you have the custom formula field check if there is a WhatID for an Opportunity if there's no direct relationship between Event and Opportunity? Is this possible in a custom activity formula field for Event? Please assist.

Sincerely,
Jackie
Best Answer chosen by Anonymouse
Gaurav HandooGaurav Handoo
Hi Jackie

I believe you can do this with a formula checking the first three characters of record tagged in WhatId. For opportunity, this would be "006".

Hope this helps. Please mark as best answer if it does.

Cheers!!

Gaurav

All Answers

Gaurav HandooGaurav Handoo
Hi Jackie

I believe you can do this with a formula checking the first three characters of record tagged in WhatId. For opportunity, this would be "006".

Hope this helps. Please mark as best answer if it does.

Cheers!!

Gaurav
This was selected as the best answer
AnonymouseAnonymouse
Thank you Gaurav.