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Yeshi Mohammed 9 Update Custom Lead/Contact Field when sending email from Lead
Hello,
I have process builder that updates custom field called "First Activity" when the a Task is created under Lead or Contact. It works fine when the activities are of "log a call" or "creating new task" Type. But when a user sends an Email from Lead or Contact my process builder is not updating "First Activity" field.
I reached out to Salesforce support they said this is not achivable thru workflow or process builder. They said to try Apex Trigger .... Please help
Any sugestion will be apprciated
-Yeshi
I have process builder that updates custom field called "First Activity" when the a Task is created under Lead or Contact. It works fine when the activities are of "log a call" or "creating new task" Type. But when a user sends an Email from Lead or Contact my process builder is not updating "First Activity" field.
I reached out to Salesforce support they said this is not achivable thru workflow or process builder. They said to try Apex Trigger .... Please help
Any sugestion will be apprciated
-Yeshi
That's correct, you need to write Apex trigger on EmailMessage object
Code snippet:-
trigger exampleTrigger on EmailMessage (after insert) {
set<Id> caseIds = new set<Id>();
map<Id,string> case2CustomValueMap = new map<Id,sting>();
for(EmailMessage message : trigger.new){
if(message.Incoming == false){
string myCustomValue;
//Some sort of logic that gets the value for this
caseIds.add(message.ParentId);
case2CustomValueMap.put(message.ParentId, myCustomValue)
}
}
list<Case> casesToUpdate = [Select Id, Number, Custom_Field__c From Case Where Id in: caseIds];
for(Case c : casesToUpdate){
c.Custom_Field__c = case2CustomValueMap.get(c.Id);
}
update casesToUpdate;
}
For further reference check this too,
https://salesforce.stackexchange.com/questions/16795/trigger-on-case-emailmessage
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.