Hai Salesforce Geek the video is very useful and I have tried by myself by following your video and after creating 3 leads in 3 different names After creating 1 st Lead, its working fine and I can see the "Follow Up" Task under the "Activity" tab which is created as we configured(Today + 7 Days) After creating 2 nd Lead, its not working fine there is no "Follow Up" Task under the "Activity" tab which is not created as we configured(Today + 14 Days ) After creating 3 rd Lead, its working fine there is no "Follow Up" Task under the "Activity" tab which is not created as we configured(Today + 21 Days )
Great video tutorials thanks! Just 2 things that can improve the videos: 1. TH-cam subtitles. 2. If you can in the description of the video write the exercise that we will can do it alone to test ourselves. Thanks again!
Hello @Salesforce Geek, can you suggest any idea about below scenario When a lead is created then 2 follow-up mail should be send one is after 2days of lead creation and another is after 5 days of lead creation. Now condition is if after 5day follow-up mail creation any response come from customer within 24hr then flow stop else one call must schedule with same email address.
Hello, Thank you for helping us, Please could you please make a video on this request - CEO of the company thinks that automation around closed lost opportunities would also be really helpful. He’d like a task for the Opportunity Owner to arrange time with Sales Manager in 1 months time to review why the sale was lost. Create a record triggered flow that creates a task for the Opportunity Owner to arrange a meeting with the Sales Manager in 1 months time. You tell him you can combine these two flows into one flow with a decision element.
Thank you, this was very helpful. I'm having trouble creating a flow that creates a task assigned to the owner when a lead is converted. Not sure what I am doing wrong. I keep getting an assertion error.
Hi @Salesforce Geek, Very good Explanation and wonderful video with Detail explanation. I have created an Opportunity & this Opportunity is associated to some account. Whenever this Opportunity is updated to some stage, i need to create a Task (Through Flow) under Account Level and the task needs to be assigned to Account Owner. While Creating the Task in the Flow, how can we associate the task to Account Owner.
I created a task based on a flow this way. But on the My Tasks area of sales homepage it only has the contact name and due date. I would like to see the company name as well as the contact. Is this possible.
@@salesforcegeek thanks a lot! Will be nice to see that topic, at the moment has not been uploaded any video with this topic “when opportunity/case/lead is at that stage/status assign task at….” Will be surey apreciated! Thanks a lot!
I have a query ... Can we choose Create Record option and create the task rather than selecting Action ? I have done the first one and it is working fine
Hi Shubam Bhai, I have similar scenario where I'm creating different event records based on different criterias I'm using decision element in my record trigger flow and in that decision element multiple outcomes can be true sometimes , can you suggest how to tackle this problem as you know, decision by default executes the first outcome and stops flow automatically and doesn't even cares about other outcomes even if its true...
Hi @Salesforce Geek, thanks a lot for this video. I was performing this process with Process Builder, but it suddenly stopped to work. I have a question: it is possible to set task priority (in my case 1 to 5) in this lead flow or I need to create a different one? Thanks and Regards!
there is many user in my org . I want to assign task to specific user so what to do "assign to id " as i want to assign to user Rahul( Name of User) .?
Probably I think you need to create a formula where you can avoid Saturday or sunday you can google it maybe you will find a one or else I need to search for this scenario
Checkout the playlist salesforce flow for beginners and start and then also follow record trigger flows sceanrios all playlist are under plylist section
How to Assign records to Queue using Salesforce Flow? | Record Triggered Flow Salesforce th-cam.com/video/pBf6L9NTnr8/w-d-xo.html Check this you will get the idea
Loved this. I used it to help build a flow to send an email alert and assign a task for a custom object I built. THANK YOU!
I’m glad this helps you
Thanks, man - Shubham for the video. This is very crisp and informative
Glad you liked it!
Hai Salesforce Geek the video is very useful and I have tried by myself by following your video and after creating 3 leads in 3 different names
After creating 1 st Lead, its working fine and I can see the "Follow Up" Task under the "Activity" tab which is created as we configured(Today + 7 Days)
After creating 2 nd Lead, its not working fine there is no "Follow Up" Task under the "Activity" tab which is not created as we configured(Today + 14 Days )
After creating 3 rd Lead, its working fine there is no "Follow Up" Task under the "Activity" tab which is not created as we configured(Today + 21 Days )
Great video tutorials thanks!
Just 2 things that can improve the videos: 1. TH-cam subtitles. 2. If you can in the description of the video write the exercise that we will can do it alone to test ourselves.
Thanks again!
Noted and thank you for your suggestion 👶🏻 I will try to include this in the future videos
totally awesome, this is exactly what I needed!
Great to hear!
Loving these scenarios....keep em coming
Thank you!! 😁
Great video tutorials thanks for covering most of the topics in Salesforce
Glad you like them!
Thanks Shubham, it's very informative video.
Thank you :)
Nice Video Bro ,Its Helps Me a Lot
Glad to hear that
Very useful video thanks! Please make more useful video like this.
Sure Thank you 😊
Checkout the playlist section for more videos
Thank you Shubham bhaiya.. 👍👍
😍
Very good video ❤️❤️❤️
Thank you 🤗
You can created a video that themed "Send Email Aler", according to the Survey Questions Response.
Hello @Salesforce Geek, can you suggest any idea about below scenario
When a lead is created then 2 follow-up mail should be send one is after 2days of lead creation and another is after 5 days of lead creation.
Now condition is if after 5day follow-up mail creation any response come from customer within 24hr then flow stop else one call must schedule with same email address.
Hi @Salesforce geek , Once the task is created it should send the email to the owner correct ?
Hello, Thank you for helping us, Please could you please make a video on this request - CEO of the company thinks that automation around closed lost opportunities would also be really helpful. He’d like a task for the Opportunity Owner to arrange time with Sales Manager in 1 months time to review why the sale was lost.
Create a record triggered flow that creates a task for the Opportunity Owner to arrange a meeting with the Sales Manager in 1 months time. You tell him you can combine these two flows into one flow with a decision element.
Thank you, this was very helpful. I'm having trouble creating a flow that creates a task assigned to the owner when a lead is converted. Not sure what I am doing wrong. I keep getting an assertion error.
Hi @Salesforce Geek, Very good Explanation and wonderful video with Detail explanation.
I have created an Opportunity & this Opportunity is associated to some account.
Whenever this Opportunity is updated to some stage, i need to create a Task (Through Flow) under Account Level and the task needs to be assigned to Account Owner.
While Creating the Task in the Flow, how can we associate the task to Account Owner.
I created a task based on a flow this way. But on the My Tasks area of sales homepage it only has the contact name and due date. I would like to see the company name as well as the contact. Is this possible.
Amazing video, thanks for the tutorial, one question, do you have video where you show how to assign task to different roles?
This weekend you will get the video uploaded
@@salesforcegeek thanks a lot! Will be nice to see that topic, at the moment has not been uploaded any video with this topic “when opportunity/case/lead is at that stage/status assign task at….”
Will be surey apreciated!
Thanks a lot!
I have a query ... Can we choose Create Record option and create the task rather than selecting Action ? I have done the first one and it is working fine
Yes we can after all task is an Object
Hi Shubam Bhai,
I have similar scenario where I'm creating different event records based on different criterias I'm using decision element in my record trigger flow and in that decision element multiple outcomes can be true sometimes , can you suggest how to tackle this problem as you know, decision by default executes the first outcome and stops flow automatically and doesn't even cares about other outcomes even if its true...
I'll check after Diwali Krishna busy in household works
Hi @Salesforce Geek, thanks a lot for this video. I was performing this process with Process Builder, but it suddenly stopped to work.
I have a question: it is possible to set task priority (in my case 1 to 5) in this lead flow or I need to create a different one?
Thanks and Regards!
Hi! Rodrigo can you please share the whole scenario :)
Can u tell me where can I prepare for Salesforce interview and the example questions in Salesforce which is later this week?
Checkout our Mock Interview Playlist this will give you the idea for the interview th-cam.com/video/r3c1FA9Cr40/w-d-xo.html
if we edit the picklist from hot to warm again duplicate task is getting vreated i.e for same lead 2 tasks . How can we avoid it. Please help
Configure the decison element so that It only works one way
Hi, how can I add a name in "Assigned To ID" field ? thank you
Assigned to Id is a lookup field and you need to provide id over there it will show Name on the UI
there is many user in my org . I want to assign task to specific user so what to do "assign to id " as i want to assign to user Rahul( Name of User) .?
First use get record element and fetch the user with the help of username/email and then get the id with the help of get record element
@@salesforcegeek i got the user id (by logging in his account URL) of that user. but still confuse what to select in "assign to id " ?
Hii bro, By using flow automation how to enable Team to choose a substitution if team member on vacation
If the team members have Task
Is there any field you are using to track whether the user is on vacation or not?
The video is very nice bro can you please tell how to avoid saturday and sunday in due date
Probably I think you need to create a formula where you can avoid Saturday or sunday you can google it maybe you will find a one or else I need to search for this scenario
Is there any alternative to avoid creating 3 nodes for each lead rating ?
Yes I think with the help of formulas but need to check not sure about it
please make video on creating floe for community user [Eg we have to create account but the info should be get from external community user ]
Noted
hi can u tell me how to follow flow videos ,from where i have to start
Checkout the playlist salesforce flow for beginners and start and then also follow record trigger flows sceanrios all playlist are under plylist section
How to assign task to custom user or other user using flows
By using a get record element fetch that specific user and set as task owner
How can i assign the task to a specific user instead of the lead owner
You need to fetch that user from get record element apply filter and use that in the owner field
If owner is Queue then how to assign the owner id
How to Assign records to Queue using Salesforce Flow? | Record Triggered Flow Salesforce
th-cam.com/video/pBf6L9NTnr8/w-d-xo.html
Check this you will get the idea