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RobBird Task Comment Formula
Good morning! I am trying to come up with a formula for taking items from the task and putting them into the history comments. For example, if a call is an incoming call that was completed on 7/30/2010 10:35 AM and the result was the borrower is not interested in our product, I would like the formula to show "7/30/2010 10:35 AM, incoming call, borrower not interested".
The main reason for this is because we have not integrated systems yet and the comments we put into Salesforce need to be cut/pasted into our main system.
Any help would be greatly appreciated.
Thank you
Rob
You cannot turn the Comments field into a formula field because it is a standard field. You can create a work flow rule to do a field update to Comments:
Replace "Date" with the actual date field you want included and "Type" with the actual call type field you want. This is assuming the Type field you are using is a picklist field. If it is a text field, then you can remove the TEXT() function from (like Subject is).
All Answers
You cannot turn the Comments field into a formula field because it is a standard field. You can create a work flow rule to do a field update to Comments:
Replace "Date" with the actual date field you want included and "Type" with the actual call type field you want. This is assuming the Type field you are using is a picklist field. If it is a text field, then you can remove the TEXT() function from (like Subject is).
Thank you so much for all your help!