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RobBirdRobBird 

Task Comment Formula

Good morning! I am trying to come up with a formula for taking items from the task and putting them into the history comments. For example, if a call is an incoming call that was completed on 7/30/2010 10:35 AM and the result was the borrower is not interested in our product, I would like the formula to show "7/30/2010 10:35 AM, incoming call, borrower not interested".

 

The main reason for this is because we have not integrated systems yet and the comments we put into Salesforce need to be cut/pasted into our main system.

 

Any help would be greatly appreciated.

 

Thank you

 

Rob

Best Answer chosen by Admin (Salesforce Developers) 
netTrekker_ADnetTrekker_AD

 

You cannot turn the Comments field into a formula field because it is a standard field. You can create a work flow rule to do a field update to Comments:

 

 

 

TEXT(Date) & ", " &  TEXT(Type) & ", " & Subject

 

 

Replace "Date" with the actual date field you want included and "Type" with the actual call type field you want. This is assuming the Type field you are using is a picklist field. If it is a text field, then you can remove the TEXT() function from (like Subject is).

 

 

All Answers

netTrekker_ADnetTrekker_AD

 

You cannot turn the Comments field into a formula field because it is a standard field. You can create a work flow rule to do a field update to Comments:

 

 

 

TEXT(Date) & ", " &  TEXT(Type) & ", " & Subject

 

 

Replace "Date" with the actual date field you want included and "Type" with the actual call type field you want. This is assuming the Type field you are using is a picklist field. If it is a text field, then you can remove the TEXT() function from (like Subject is).

 

 

This was selected as the best answer
RobBirdRobBird

Thank you so much for all your help!