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Creating a workflow between two Account type records

edited Jul 23, 2013 3:21PM in CRM On Demand - Administration (MOSC) 7 commentsAnswered
Good day!!!

Thank you all for all your responses to my previous posts.

Hopefully this new issue will be an interesting one.

What I am trying to achieve is to be able to duplicate activities (Task, call, etc) between two account type records using workflows.

The setup is like this, there are a number of child 'account' type records that are linked to a master account type record.

The main purpose of the master record is to provide a snapshot of all the child records within one record and allow for a drilldown option for get further information.

its similar to accessing bank details online. Once logged in one can see the list of all their accounts.

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