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Keith Gay Trying to automatically attach tasks to a custom object when it is created on the account, workflows and process builder do not work. Is this possible to do with a trigger?
Our org uses a software to automatically create activity in SFDC. But this software does not allow for any type of relation to custom objects. So when the activity is created it is only attached to the account and contact but we have a third lookup on tasks for our custom object and can not for the life of me get this to autopopulate upon creation. I don't have much experience with triggers but from what I have researched seems like that may be the only option to get this done. Any help would be greatly appreciated. Thanks!
Keith GayTo clarify - not all accounts with have an associated channel partner. So the condition would be - if account 'channel_object' is not blank, update the task 'channel_object' to match the account's. Really just wondering if this is at all possible. Not seeing much posted about this.