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Question

Unable to select "Task" as object when loading to SFDC Object with Rules Engine?

  • January 23, 2017
  • 1 reply
  • 31 views

ben
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We have had a process that takes a previously sent email from CoPilot and loads it in as a Task on an Opportunity in SFDC. This has been working great up until Friday, January 20th. I am looking at the rule and nothing has changed. But, when I try to edit it and re-select "Task" as the target object when loading to an SFDC object with the Rules Engine, my only choice is Account. Not sure where Task went.

Any ideas? I can contact Support, but figured I would start here.

1 reply

ben
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  • Helper ⭐️⭐️⭐️
  • January 23, 2017
I actually figured this out. I apparently deleted the "Task" object tin the settings. Idk how I did that, but once I added it back and reconfigured I was good. Crisis averted!