Reply
Newbie
DrGeoff
Posts: 1

Hello World!

This is my first time posting in any of the communities. I'm excited to say I'll be heading out to DreamForce this year and I'm looking forward to taking SFA to the next level. Tonight however I find myself rather vexed with the Tasks.

 

It would seem I've hit a wall - The related field is present and this will allow the end users to Relate the Task to a single object such as a Campaign. However, I'm left wanting. How would I create a "second" Related To field? There is no option for this in the custom field screen.

 

Additionally as there is no Look-up ability on that screen either, how would my end user select both a campaign and opportunity to relate that task to on a single screen? I'm sure there were some wires crossed here somewhere from lack of Best Practice but this is the challenge I'm presently faced with.

 

Any help or insight would be greatly appreciated!

 

Thank you