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Jay Liladhar
Event: Who ID into Lead Name Text
Hi, I am trying to create a new email template in Salesforce to notify managers of new events created against a Lead. In creating a template I can only merge the WHOID however, I would like to have the lead name to show in the email
Can I use a formula feld in the event to do this? If so, how?
Thanks
Jay
Can I use a formula feld in the event to do this? If so, how?
Thanks
Jay
You wont be able to use a formula field to pull up the lead name to the activity layout, since you would need to link them(activity and lead) together (via Lookup) were you need to manually add the name you wish to associate the event to.