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Sourabh TayalSourabh Tayal 

Assign Task

Hi

 

I  have created custom field on Account of Lookup(User) Type.  now i want to write workflow rule and in rule i want to create task which will be assigned to account manager. but when i assign task then only Users, role and Account Owner show.  how is it Possible?

Vinita_SFDCVinita_SFDC

Hello,

 

Yes it will only show Users, role, creator, Account team and Account owner. Workaround could be associate account owners with a role and then assign task to that role or if account teams are enabled in your Org the you can add accountManagers to account team and assign task to account team.