Dynamic description when creating a SF task from a workflow
SOLVE
From a workflow, I am creating a Salesforce Task. Within this task, I would like to add the value from one or more contact properties to the task description. The value of this dynamic string would then appear in the Comments field in the Salesforce task.
Is there a way to do this? Or does the description field need to be static?
Dynamic description when creating a SF task from a workflow
SOLVE
@BérangèreL - I don't I am afraid. It believe is possible to create a Salesforce task via API (as detailed here) so I'd guess it wopuld be possible to create a custom-coded workflow action, complete with personalisation tokens to acheive this.
Dynamic description when creating a SF task from a workflow
SOLVE
@BérangèreL - I don't I am afraid. It believe is possible to create a Salesforce task via API (as detailed here) so I'd guess it wopuld be possible to create a custom-coded workflow action, complete with personalisation tokens to acheive this.
I'd recommend supporting the Idea with an upvote and explaining your use case in the comments.
Our product team uses that forum to collect ideas on how we can improve the product for our customers.
Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels as well as their own vision to understand what features will be most valuable.
I'd like to ask our experts to join this conversation : Hi @Teun, @miljkovicmisa and @HFisher7 do you have any workarounds to share with @alearca, please?
Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂