Apex Code Development You need to sign in to do that
Don't have an account?
Lionel Kamdem Is it possible to reference the LEAD log a call/activity in workflow or process builder rules?
Hi
I'm trying to set up a workflow rule for leads where if someone has logged a call 7 times and the lead status has not been set to converted, than the status will be automatically set to closed - not converted.
How would I be able to reference the log a call button or the activity associated with it?
Thank you.
I'm trying to set up a workflow rule for leads where if someone has logged a call 7 times and the lead status has not been set to converted, than the status will be automatically set to closed - not converted.
How would I be able to reference the log a call button or the activity associated with it?
Thank you.
I trust you are doing very well.
It is possible to update a Lead record based on the activity of that record. Please refer to the below links which might help you further with the above issue.
https://help.salesforce.com/articleView?id=000228451&type=1
https://douglascayers.com/2016/06/21/salesforce-how-to-update-lead-or-contact-when-activity-logged/
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in future.
Thanks and Regards,
Khan Anas
Sorry for getting back to you so late. Is there a way to check to see if the person logged an activity 7 times in the process builder. Is there a formula for that?
From the link you provided Name ID (WhoId) field starts with 00Q. So there's no way to differentiate one logged call from another.
Thank you!