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B_k Populate Phone And Email on Task
Hello,
I've created two lookups on Activity object on Lead and Contact, trying to use your formula:
IF( ISBLANK( Contact__c ), Lead__r.Phone , Contact__r.Phone ).
No syntax error though.
However, it appears it does not work, the phone number from either Lead or Contact is not populating on Task. is only works with the new tasks. And I'm trying to backfill existing tasks.
I've created two lookups on Activity object on Lead and Contact, trying to use your formula:
IF( ISBLANK( Contact__c ), Lead__r.Phone , Contact__r.Phone ).
No syntax error though.
However, it appears it does not work, the phone number from either Lead or Contact is not populating on Task. is only works with the new tasks. And I'm trying to backfill existing tasks.
for existing task records, if you don't have data for contact or lead field then formula dont have the phone data.
Check for all existing records should have contact or lead field data for task.
So you need to update the existing data using data loader/workbench.
If this information helps, Please mark it as best answer.
Thanks!!
yes i do have data for contcat and lead field but it did not appear on tasks details page. I craeted process builder to update record but still not working. It works if i creat a new task but i want to backfill existing tasks.