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Moving Google Docs, Notes, & Attachments from Opportunity to Contact and Account Objects
I would like to know if this is even possible. We are still using Salesforce Classic and won't be moving to Lightning anytime soon. When we have Google Docs, Notes, & Attachments which are on the Opportunity object we would like those to materialize on the Contacts and Accounts Google Docs, Notes, & Attachments section/object. is this possible with either Flow or Process Builder?
Sorry for this issue you are facing.
May I suggest you please refer to the below links which might help you further with the above requirement.
- https://success.salesforce.com/ideaview?id=08730000000BrAVAA0
- https://success.salesforce.com/answers?id=9063A000000DmTMQA0
Please let us know if this helps.Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
All Answers
Sorry for this issue you are facing.
May I suggest you please refer to the below links which might help you further with the above requirement.
- https://success.salesforce.com/ideaview?id=08730000000BrAVAA0
- https://success.salesforce.com/answers?id=9063A000000DmTMQA0
Please let us know if this helps.Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra