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paul.mag
Relate an activity to a contact and a lead record.
We are going to keep certain types of leads from existing clients and as a result we want to be able to create an activity and log it against the contact record and relate it to the lead object. WhoId = contact.id & WhatId = Lead.Id. Even if we could simply fire text into the WhatId rather than creating the standard link would be ok.
Thanks in advance
Paul
Thanks in advance
Paul
Sonam_SFDC
I suppose its not possible to have the WhoID and What ID be contact and lead.However, if you willing to have the field as text - you can also create a ustom field for task and have it filled it at the time of task creation.