You need to sign in to do that
Don't have an account?
dcgb2332
Auto populate Account Name (Custom field) on Task with WhoId from the opportunity
As stated, I need to figure out how to auto populate my custom field ACCOUNT NAME from the opportunity a task is created on. I'm looking for a flow and process builder sequence, versus Apex. When I've tried it myself, it doesn't work...
Thanks in advance
Thanks in advance
I believed I answered your request on a similar question that you asked recently. Link to the resolution is below and have a blessed day.
Resolution (https://developer.salesforce.com/forums/ForumsMain?id=9062I000000XkW2QAK)
Best Regards,
Anthony McDougald