• Carlos McEwan
  • NEWBIE
  • 0 Points
  • Member since 2017

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
    Questions
  • 2
    Replies
I am trying to insert a custom object from accounts, (in this case it is our prospects' current suppliers) into tasks.  That way, when our sales people pull up their tasks as they are making calls, they will automatically see who the current supplier is without having to look at the account.  I am new to salesforce but what I have gathered is that I need to create a trigger and use Apex?  Help!
I am trying to insert a custom object from accounts, (in this case it is our prospects' current suppliers) into tasks.  That way, when our sales people pull up their tasks as they are making calls, they will automatically see who the current supplier is without having to look at the account.  I am new to salesforce but what I have gathered is that I need to create a trigger and use Apex?  Help!