I am looking to provide a bit more detail into the subjects of our tasks! The goal is that a sales team member can easily understand what a lead did through a quick glance at their activity record in SFDC. For example: “Activity-Email Open [Tradeshow Name Follow Up]”
However, these types of activity tasks are centrally located, not within the individual program level. So I need to find a way to to tokenize that "[Tradeshow Name Follow Up]” part of the task subject.
I'm thinking some potential options might be:
I'm not sure what solutions there are, but any help would be greatly appreciated!