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Muhammed Sultan custom field 'Activity type 2' enquiry/issue.. help needed
Hello,
i have created the activity type 2 as per the salesforce article guides, see below :
https://help.salesforce.com/articleView?id=000321532&language=en_US&type=1&mode=1
the workflow and field are working, however when a email is sent using the salesforce outlook plug , the type field value is 'email' but the 'activity type 2' has no value??
WHY is the activity type 2 not picking up the value for type for everything??
on reports any emails sent using outlook appear as '-' because activity type 2 has no value, because it is not taking the value from 'type' as the workflow commands. the weird thing is, the value within 'type' for everything else populates the activity type 2 field .
the type is email, but it is not taking that value and placing it under activity type 2, it only works once the record is edited??
i have created the activity type 2 as per the salesforce article guides, see below :
https://help.salesforce.com/articleView?id=000321532&language=en_US&type=1&mode=1
the workflow and field are working, however when a email is sent using the salesforce outlook plug , the type field value is 'email' but the 'activity type 2' has no value??
WHY is the activity type 2 not picking up the value for type for everything??
on reports any emails sent using outlook appear as '-' because activity type 2 has no value, because it is not taking the value from 'type' as the workflow commands. the weird thing is, the value within 'type' for everything else populates the activity type 2 field .
the type is email, but it is not taking that value and placing it under activity type 2, it only works once the record is edited??
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Magulan Duraipandian
https://www.infallibletechie.com/