Hi team,
We have a form where there is a custom field called - âComments or Questionâ
Is there a way to copy that value from the comment field to the salesforce task under the description section?
I know these two are different objects, so copying that value seems difficult. Is there any workaround?
Thanks,
Rahul
Hi @rulpats,
As far as I know, this is not possible directly, no. You could however create a contact-based workflow that enrolls contacts when the âComments or questionsâ property is known - and then use the âCreate taskâ workflow action to create a task that contains the value for âComments or questionsâ.
In the Salesforce integration settings, you would then have to make sure that you sync tasks accordingly.
Best regards!