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When email quick action is sent, change a field on the object
After user sends an email using an object's Quick Email Action, I want SF to automatically change the Status (Picklist) field within that Object.
I've tried Process Builder -- approaching from the Custom Object and from the "Email Message" Object. No luck.
Any tips?
I've tried Process Builder -- approaching from the Custom Object and from the "Email Message" Object. No luck.
Any tips?
See below my WF as a reference: