InformationTitleRelate Taskfeed to other Records in SalesforceURL NameRelate-Taskfeed-to-other-Records-in-Salesforce-1610727788470BodyOverview Precursive OBX has been designed to work alongside your Salesforce Standard and Custom Objects. Out of the box, Precursive OBX provides lookup fields to relate Account or Opportunity records to a Precursive OBX Board or a Precursive OBX ask. Relate Precursive OBX to Other Salesforce Records To associate a Board and/or a Task to other records in Salesforce such as Case, Lead or a custom object record like a Project, Salesforce Administrators must create additional lookup relationships in either Precursive OBX Board, Precursive OBX Task or both. The lookup relationship will link Precursive OBX to other Salesforce standard or custom object records. ⚠️Important: Once the custom lookup relationship is created: 1. Consider adding the new field is on the page layout 2. Consider adding the new field to the Adding Fields to Precursive Field Sets in the Precursive OBX object where the relationship was created. 3. If the lookup relationship on Precursive OBX Board is with a custom object, ensure the field is also added on the Field Copy Field Set layout. Adding Related Lists To view related Precursive OBX Boards and Precursive OBX Tasks from an Account or an Opportunity record, your Salesforce Administrator must add the Precursive OBX Board and Precursive OBX Task-related lists to the Related section in the Account and Opportunity page layout.
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