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RoxyGirl Need help with cross object workflow/field update
Hello, I need to be able to update a field (checkbox) on the Lead object based on the value in an Event associated with that lead.
So
Need to check the box called "Appt held" if there is an event with the subject line "First Appointment" associated with that lead.
Any ideas?
Thanks for any help you can give.
Lead can have multiple Events, so you can not write a workflow on event (to check for specific Event subject) and update Lead record.
And I could not think of any out of box functionality to achieve this as a roll up summary is not possible.
You might need to write a Apex Trigger for achieving your functionality.