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  • 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?

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  • Contact.Account_Industry is formula field on contact? so ur PB is trying to assign value for this field?
    – sdandamud1
    Commented Sep 16, 2019 at 13:27
  • Contact.Account_Industry is a formula field on Contact. My PB is trying to get it's value and update a field on the Task called Industry.
    – Calin Bostan
    Commented Sep 16, 2019 at 14:36
  • 1
    Task.RelatedTo is a polymorphic relationship - this Automation Champion blog might help
    – cropredy
    Commented Sep 17, 2019 at 0:32

1 Answer 1

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You can't access to the related contact information from task object with formula, validation rules or process builder. This field reference this information on task is polymorphic so it can contain several lead or contact.

There is an idea concerning your requirement : https://success.salesforce.com/ideaView?id=08730000000kduDAAQ

So unfortunately the only way to meet your need is to use a trigger.

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