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madhavi mishra
emailmessage and lead
Hi,The lead object has a field "Interaction count" . It is a number field. I am using this field for an active process builder which is working on the below criteria:
If any Task is created , It will add+1 to the "Interaction Count "Field. If I am creating Task by using" LoginActivity" , my interaction count is showing a increment which is good.
But If I am using "Email" , and sending an Email to the vendors, It is not considering as a Task and there is no increment in the " Interaction Count "Field. I tried Process builder and Flow but not worked out. Can we do via "Apex coding" Any help is appreciated...
Also I have to create custome button and use Trigger
Thanks
If any Task is created , It will add+1 to the "Interaction Count "Field. If I am creating Task by using" LoginActivity" , my interaction count is showing a increment which is good.
But If I am using "Email" , and sending an Email to the vendors, It is not considering as a Task and there is no increment in the " Interaction Count "Field. I tried Process builder and Flow but not worked out. Can we do via "Apex coding" Any help is appreciated...
Also I have to create custome button and use Trigger
Thanks
Try using trigger you can di it easily
I did .. Here it is..
trigger populateParentAccount on Lead(after update) {
account Account = new Account(0);
For (Lead theLead:Trigger.new)
// Check to see if the lead was converted into an Account
{ if(theLead.ConvertedAccountId!= null)
}
Set<Id> accountIds = new Set<Id>();
for(Lead record: [SELECT ConvertedAccountId, Agency_Account__c FROM Lead WHERE ConvertedAccountId = :Trigger.new ORDER BY ConvertedDate DESC]) {
// Avoid multiple leads with same account
if(!accountIds.add(record.ConvertedAccountId)) {
updates.add(new Account(Id=record.ConvertedAccountId, ParentId=record.Agency_Account__c));
}
}
update Account;
}
But not working..
please help..
Thanks
mitu
Hi Madhavi,
Since Apex triggers are object specific and Task and Email both are different object so you seprately write trigger or create 2 processbuilder for it.