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New Idea

Allow Admin to choose different default by Activity type record

Related products:None
  • November 2, 2021
  • 1 reply
  • 50 views
  • reggie_yu_gazmen
    reggie_yu_gazmen
  • derrick.harper
  • kat.stark
  • kat.thomsen
  • JoelE

reggie_yu_gazmen

We have a user request for an Activity type to have a different type of default value from a custom Dropdown data category which is used across all activity record types and is sync back to Salesforce. 

When creating a Timeline activity, we would like to be able to set different default value in a custom field for each activity type. e.g User is working on two timeline activity, a “Call” activity with a custom default session value “Reactive” and “Email” activity with a custom default session value “Proactive.” Both activities using same custom field “session type” but different default values.  

1 reply

Cornelia
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  • ProdOps
  • 335 replies
  • November 3, 2021

Hey @reggie_yu_gazmen, thanks for posting on Community. Sounds like a great idea, forwarding this to the Product team to look into and circle back with their thoughts on the same.


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