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Prabhat Singh 56Prabhat Singh 56 

I need to populate a custom field on activities with the related opportunity type. If I create a formula, I cannot reach the opportunity object.

Hello Team,

I need to populate a custom field on activities with the related opportunity type. If I create a formula, i cannot reach the opportunity object.

I'm not sure if I need to use apex to get this sorted.

Please give me a workaround.

regards,
prabhat
Best Answer chosen by Prabhat Singh 56
Akhil AnilAkhil Anil
Hi Prabhat,

First of all, the Opportunity fields cannot be reached from Activity using formula since it's not a stronlgy coupled relationship.

This can be achieved using the standard button itself. It's just that you will have to use a combination of process builder and flows to achieve this.

I stronlgy suggest that you visit the below blog which has some really good examples on how to use process builder and flows. You can then set this up on your own.

https://automationchampion.com (https://automationchampion.com/)

Hope that helps !

Kindly mark an answer so that we can close this thread.

All Answers

Dinesh PDinesh P
User custom button to create activity from opportunity. Use url parameter along with field Id to populate specifiy vlaue.

Regards,
dinesh
Prabhat Singh 56Prabhat Singh 56
Hi Dinesh,

Thanks for your reply.

Can you please share with me some efficient document to do that, or please you can tell me in details.
Akhil AnilAkhil Anil
Hi Prabhat,

First of all, the Opportunity fields cannot be reached from Activity using formula since it's not a stronlgy coupled relationship.

This can be achieved using the standard button itself. It's just that you will have to use a combination of process builder and flows to achieve this.

I stronlgy suggest that you visit the below blog which has some really good examples on how to use process builder and flows. You can then set this up on your own.

https://automationchampion.com (https://automationchampion.com/)

Hope that helps !

Kindly mark an answer so that we can close this thread.
This was selected as the best answer