Apex Code Development You need to sign in to do that
Don't have an account?
jimguiles Populating opportunity fields based on workflow tasks
Not only am I new to Salesforce, our company is just beginning to use workflow. It was put in place prior to my coming on and was left in a bit of a mess. With some searching and help from various places, and a lot of trial and error I have been able to fix a great deal of our issues. I'm having difficulty with cross object formulas and workflow.
I am currently trying to use workflow tasks that are in place and being used to update fields on our opportunity. Either with a date it was closed or even status would work as well. I felt that I should be able to use a workflow rule and field update to get this done. I admit my experience is limited, but I cannot seem to pull something from the task to the opportunity. Is this possible? If not, what would you recommend that will allow me populate this field, preferably with a date.
ie. "x" task completed ----> "y" field is populated with the date that "x" was completed
Thanks for any help you could provide.
JG