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Jerome Almejas 8 Bring an Activity custom field to Lead details.
I created a "contacted" custom field that will say yes or no if a call is more than/less than 2 minutes. However, this field is in the Activities since call duration is there and call duration was the basis of the formula field for "contacted." The challenge is I need to bring this "contacted" field under Lead details but I cannot create a custom field since it will have syntax error: check spelling because call duration is not a field in Lead. How can I achieve this? Any ideas?
Sorry for this issue you are facing.
Are you trying to update a field on the lead?
If so you can build out a process builder on task and for the who id if its starts with 00Q then you can launch a flow that will update the lead with the ID of the who ID on the task.
Thanks,
Nagendra
I think it's not to update a field on the lead since I don't have a field yet on the lead for "contacted." This "contacted" field is a formula field that I created in Activities with "call duration" field as the basis. Formula: IF(calldurationinseconds >=120, "yes" , "no"). I want to bring this "contacted" field to Lead details but when I create a custom field under Leads using the same formula, it's having an error because there is no field yet in Lead object that calculates call duration. Any thoughts?
Hi Jerome,
I don't think you can access the "Activity" field within a "Lead" object directly. You got 2 options over here to achieve the same
Following will be the criteria:
"Contacted" field data changes ---> "WhoId" should start from "00Q" -----> Action (Update Lead)
Thanks
DG