Flow to create Task on the Account record | Salesforce Flows
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- เผยแพร่เมื่อ 1 ต.ค. 2024
- So recently I received a comment over one of my videos on salesforce flows for the same scenario i.e How to only create tasks when there is no tasks that exist on the Account record so here I created a video for the same.
Flow to create Task for the Account record
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How can i create a task for when the lead status changes ?
Bro How to create Log A Call In Flow
Create Task for 10 Account per month to Representative hoew to creat flow
Regional Manager Name Text Auto populate from Contact how to write trigger code or flow creat to auto populate
Hi Can help us how to create opportunity Line item in flow
thank you! I was using Create Record instead of Activity
Great 👍
Hi Sir,
I am not able to find new task actions for new task cration.... In your video. it is showing two types of task creation but while I am seeing in action window it showing Create task(feed item). If i am using this feed item task it showing this error while debuging... QuickAction FeedItem.NewTaskFromFeedItem is not accessible
Why did we Use Auto Launch FLow here ? Cant we use Record Triggered flow?
I created the flow but tasks are not being generated on existing accounts. Since this is an autolaunch flow, what triggers it to run? I am looking to create tasks on all accounts missing tasks that are already existing. When I debug for a specific ID, the task is created and it works perfectly but now that I have activated the flow and clicked run nothing happened. I know many additional tasks need to be created. Any advise?
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how can we add details of the task using flow. for example I have created a task using flow. The task shows only following fields; Task name, assigned to & due date. I would like to add a link, descripton, set priority & status. Do i need to create new flow for that?
hi in flows after taking auto layout....i am not getting any elements like screen,nothing y
It’s on the plus button.
@@salesforcegeek ya I know...but it didn't work on chrome...after logged in firefox it worked...I didnt came know wat is reason.....pls help
how to assign to task multiple account id using apex class
Hi
How to assign task to a different user instead of the current user
Hi, What if i have 6 decisions outcome and it's multi-select picklist values and I want if two decisions outcome are true then both actions should be executed. Is It Possible?
No the first outcome which get true is evaluated it’s designed like this the first true condition it will only take in consideration.
Could you help me with one problem? It´s basically the same szenario, but instead of the current user (Minute 4:12) I have to assign the task to another specific user. How do I do this?
Hi Emilia what you need to do is use a get record element and get record from User Object with the help of username or user id and use that user
Any scenario based interview...?? Because interviews also ask for apex coding
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Thanks bro
Anytime 🤗
Hi, did you create any video with these criteria?
- Autolaunched flow
- Create a task 6 months prior the Contract Expiry Date in the account record
- Assign it to the Account Owner
Thanks
Hey Jessica Nice Scenario will soon try to create a video on it btw the only thing you need different is formula to build for 6months prior to contract date so that you can assign it to to due date of task
Hi @saleforce Geek is their any way if my account have already a task and have a subtask (task) if user create another task it will update the subtask .
Yes will create a video soon
Im following your video's from last 5 days. it is awesome to get started with flows... Can You Please tell me What is WhatId , how we can say if we have whatid = recordId then we already have task on account?
WhatId refers for an entity like Account Opportunity etc
WhoId goes to lead or contact
Hello,thank you so much for this video ,i want to create a flow for the obj lead with the condition isConverted=True and with the same use case in this video but i want it automatically run how please? because in the video you should put the id
Use record trigger flow for that
Thanks for your lesson. Where and how would you specify a specific task record type?
for Task record type you need to use a get record element and get the id like that or store the id of the recordtype inside a custom label and refer it into the flow.
Hi very nice video. I have a doubt. I m really confused of when we can user resource variable in the first place. Can you please please clear my confusion. This making too stressed when we can use variables also a bit on which flow we need to use
Sure I will create a video soon
Sir, if i want to create task 1 day after record is created so should i go for Record trigger flow or screen flow? and also it to assign to perticular user in org not owner??
you need to use scheduled trigger flows
Annual/Quarter Task Remainders for Customers(All Accounts).
When Customer is created, if Customer Since( Date) and Review Type(Annual/Quarter) is selected, Tasks need to be created for future review., (Next Review Date)
Design
Step1 - During the Account Creation, based on customer since(Date) field, we will create a single task and Populate this date on Next Review Date
For example. for Annual, if customer since field is 1st Aug 1990, we will create task for 1st Sep 21
Populate this value on Next Review Date
For example Quarterly if customer since field is 1st Sep 2020, we will create task for 1st Dec 2021 and Populate this value on Next Review Date
(Process Builder/Flow/Trigger)
So please me these task
Noted 👍
Hi , how can I trigger a email to record owner when some delete any record in the org?(i.e it is not object specific)
you can use before save flow which should works on Delete event
Hey nice one
How do I tweak this flow to create a task based on exisiting date
Like : create a task on account when install date ( this is on another object) has anniversary
Can you please explain it in a more sophisticated way then i will help you to achieve this.
@@salesforcegeek sure
So object - account
Object - customer contract
Object : customer contract has a start date of contract
I want to create a task on account object when after 12 months of contract start date to follow up with account contact
Great video and works like a charm! How can you create a task on the Lead Object if no task exists? I tried using the record triggered flow but I am a little lost?
Same procedure for Lead
@@salesforcegeek Thanks for the reply, wrecked my brain still can not get it, thanks though