I need to update 3 fields on Task based on the values from the possible related objects (Lead or Contact) using the standard "Related To" field.
I need to do this without code.
I was thinking of using Process Builder- for criteria
LEFT([Task].WhoId, 3) = '003' and for actions.
I am unable to reference the required field from contacts, I tried
Contact.Account_Industry but I receive the error:
The formula expression is invalid: Field Contact.Account_Industry does not exist. Check spelling.
And the field really exists on the Contact object as a formula field referencing the Account.
Am I missing something?