Skip to main content
Salesforce

Return to Question

added 225 characters in body
Source Link
Sankar Ganesh
Sankar Ganesh
  • 45
  • 3
  • 12

I have contact lookup in task. If I choose contact then it should show only related contacts to Account. I put the filter condition as follows 

Activity: Related To ID equals Contact: Account ID

The above condition works fine if I create task from Account related list as Related To ID matches the Account Id whereas if I try to create task from Opportunity related list its not showing any contact as Related To ID in this case is Opportunity Id not Account Id.

HowI need to overcome thisget Contact of parent Account as well for that I use the below condition 

Activity: Related To ID equals Contact: Account:Parent Account ID

Is that possible to get the Contact of parent Account if so how to get that?

I have contact lookup in task. If I choose contact then it should show only related contacts to Account. I put the filter condition as follows 

Activity: Related To ID equals Contact: Account ID

The above condition works fine if I create task from Account related list as Related To ID matches the Account Id whereas if I try to create task from Opportunity related list its not showing any contact as Related To ID in this case is Opportunity Id not Account Id.

How to overcome this?

I have contact lookup in task. If I choose contact then it should show only related contacts to Account. I put the filter condition as follows 

Activity: Related To ID equals Contact: Account ID

The above condition works fine if I create task from Account related list as Related To ID matches the Account Id whereas if I try to create task from Opportunity related list its not showing any contact as Related To ID in this case is Opportunity Id not Account Id.

I need to get Contact of parent Account as well for that I use the below condition 

Activity: Related To ID equals Contact: Account:Parent Account ID

Is that possible to get the Contact of parent Account if so how to get that?

added 3 characters in body; edited title
Source Link
Santanu Boral
Santanu Boral
  • 36.2k
  • 8
  • 45
  • 72

Related contacts of Account in Task - Lookup filter

I have contact lookup in task. If I choose contact then it should show only related contacts to Account. I put the filter condition as follows 

Activity: Related To ID equals Contact: Account ID

The above condition works fine if I creeatecreate task from Account related list as Related To ID matches the Account Id whereas if I try to create task from Opportunity related list its not showing any contact as Related To ID in this case is Opportunity Id not Account Id. 

How to overcome this?

Related contacts of Account in Task

I have contact lookup in task. If I choose contact then it should show only related contacts to Account. I put the filter condition as follows 

Activity: Related To ID equals Contact: Account ID

The above condition works fine if I creeate task from Account related list as Related To ID matches the Account Id whereas if I try to create task from Opportunity related list its not showing any contact as Related To ID in this case is Opportunity Id not Account Id. How to overcome this?

Related contacts of Account in Task - Lookup filter

I have contact lookup in task. If I choose contact then it should show only related contacts to Account. I put the filter condition as follows 

Activity: Related To ID equals Contact: Account ID

The above condition works fine if I create task from Account related list as Related To ID matches the Account Id whereas if I try to create task from Opportunity related list its not showing any contact as Related To ID in this case is Opportunity Id not Account Id. 

How to overcome this?

Source Link
Sankar Ganesh
Sankar Ganesh
  • 45
  • 3
  • 12

Related contacts of Account in Task

I have contact lookup in task. If I choose contact then it should show only related contacts to Account. I put the filter condition as follows 

Activity: Related To ID equals Contact: Account ID

The above condition works fine if I creeate task from Account related list as Related To ID matches the Account Id whereas if I try to create task from Opportunity related list its not showing any contact as Related To ID in this case is Opportunity Id not Account Id. How to overcome this?