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Create a Task from Contact and Populate Account Using Quick Action
Sales cloud Salesforce Certification

Create a Task from Contact and Populate Account Using Quick Action

June 15, 2013October 17, 2021 Rakesh Gupta

Business Use Case Pamela Kline is working as a System administrator at Universal Containers. She has received a requirement to auto-populate the account field when creating a new Task from Contact. Guided Practice (We-do): To create a quick action, perform the steps below:  Navigate to Setup | Object Manager  | Contacts |

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