Task Field update from Account Field in salesforce? - Forcetalks

Tagged: Account Field, Salesforce Development, Salesforce Visual Workflow, Task Field, Update, Workflow Rule

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Task Field update from Account Field in salesforce?

Posted by Manpreet on April 4, 2017 at 2:22 PM

I am trying to update a Task field based on it’s Account Field using Workflow Rule, but i am not able to do it.How can i achieve this?

Saurabh replied 9 years, 1 month ago 2 Members · 1 Reply
1 Reply

Saurabh

Member
April 4, 2017 at 2:46 PM

Hi Manpreet

You are not able update a task field based on it’s Account Field using Workflow Rule, but you achieve this by using Process builder.

The reason for this is that you cann’t get Whatid in workflows that is needed for getting information of related account wth task but on the other hand in process builder you will get it

Hope this may help:

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