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Somasundaram S 1
have a field from activity in account
HI
I would like to keep a field from activity in account object, is it possible? please advise me.
thanks
soma
I would like to keep a field from activity in account object, is it possible? please advise me.
thanks
soma
in lookup i couldnt get the activity object name ,
my requirement is i have a date field in acitivity , i want to bring this field in account by formula field , how to do pls suggets me
To create Report with Activities field and Account, we have an option called Activities with Account in select report types; there you will have both account fields and activity fields.
Please see below screenshot
Hope this helps you!
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Thanks and Regards
Sandhya
My requirement is i would like to update a field from activity to account for existing records. for example when ever i create a activity based on certain condition i would like to update a field value in account. for future record i can manage using process builder for existing record by using formula field i would like to update .
I would like to remove duplicate record in report in one of your reply you suggested to create a custom text field , would liek to know where should i create custom field in object? or in report? please advise
https://developer.salesforce.com/forums/ForumsMain?id=906F0000000kHaIIAU