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Jessie Wheeler
Updating Opportunity Fields from Task & Event Fields
We created a custom field on both the Opportunity and Activities called "Next Step" <-- Long Text
I'd like to update the NEXT STEP on the OPPORTUNITY anytime an activity (Event or Task) contains a next step (or is subequently updated).
I'd like to update the NEXT STEP on the OPPORTUNITY anytime an activity (Event or Task) contains a next step (or is subequently updated).
It is copying the text from the Next Step in the activity - to the Next Step text field on the Opportunity:
Activity API: Next_Step_c (Text area 255)
Opportunity API: Next_Step__c (Long text)
Here is another reference: https://success.salesforce.com/answers?id=90630000000glwDAAQ
You also might be able to use a flow but I haven't tired that yet (could get tricky because of the way an activity is related to opportunities).
Hope this helps.
I was inspired by your post. Hopefully solved this problem. If not let me know. We got our triggers wired up to do this in a days worth of work. Let me know if you still need it.
Pete
Do you know if the problem is solved yet? I'd love to know as I am looking for something quite the same as Jessie's post.
Thank you & any best practices are much appreciated.