Apex Code Development You need to sign in to do that
Don't have an account?
Jin Kaur 7 Roll up Activities onto Account. Aggregate by particular Subject in Activity.
Hi,
I would like to have a field on the account which shows me that if an Activity of a particular Subject was completed or not.
With this field, i would like a workflow to trigger if it's not filled and another field has a particular value.
Currently i cannot aggregate activity fields onto an account. Is there a way to do this with a trigger? I am not trigger savvy!
Thank you
Jin
I would like to have a field on the account which shows me that if an Activity of a particular Subject was completed or not.
With this field, i would like a workflow to trigger if it's not filled and another field has a particular value.
Currently i cannot aggregate activity fields onto an account. Is there a way to do this with a trigger? I am not trigger savvy!
Thank you
Jin
You can do this using process builder and flows.
I suggest that you visit the below blog which has some wonderful examples on flows. You can then setup one by yourself.
https://automationchampion.com/
Hope that works !