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Chris Husted
How to populate notes logged on a custom object roll up to the account (Notes & Attachments) object?
Hello -
Looking for some assistance on if its possible in Salesforce (via a trigger or other apex code) to show notes logged on a custom object (financial account) roll up to the Notes & Attachments section of Account (standard) object. If so, how would you do this?
We have a lookup relationship established between the financial account object and the account object.
Thanks in advance.
Looking for some assistance on if its possible in Salesforce (via a trigger or other apex code) to show notes logged on a custom object (financial account) roll up to the Notes & Attachments section of Account (standard) object. If so, how would you do this?
We have a lookup relationship established between the financial account object and the account object.
Thanks in advance.
May I suggest you please refer the below link for reference.
- https://success.salesforce.com/ideaView?id=08730000000Br2l
RegardsRahul