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Sourav P
Related To ID" field in Task Object , Issue in Process Builder
Hi
If anybody has idea on below issue, thanks
I created a process builder on : Lead: object which is going to create a task record, But whenever i am choosing " Related To ID" field its showing me issue. What value should i choose for this field ?
which showing the below error,
Can i link a task to a lead id ? If a task been created from the lead, how can i refer the lead record from the task ? plz suggest.
If anybody has idea on below issue, thanks
I created a process builder on : Lead: object which is going to create a task record, But whenever i am choosing " Related To ID" field its showing me issue. What value should i choose for this field ?
which showing the below error,
Can i link a task to a lead id ? If a task been created from the lead, how can i refer the lead record from the task ? plz suggest.
For Leads and Contacts you have to populate Name ID(Who) not Related To ID.Because they treated as individuals(Persons) in Salesforce.
Thanks,
If it helps make it as best answer.
All Answers
For Leads and Contacts you have to populate Name ID(Who) not Related To ID.Because they treated as individuals(Persons) in Salesforce.
Thanks,
If it helps make it as best answer.