-
How do I automatically create tasks in Salesforce?
How do I automatically create tasks in Salesforce?
-
1 Reply
-
Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules. Now you'll create a new rule – this rule will be a task creation trigger. For our example, set the Object to Task.
Log In to reply.
Popular Salesforce Blogs
All You Need to Know About Queues in Salesforce
Case queues in Salesforce give your bolster organization a simple, adaptable arrangement to support and disseminate the cases over different levels of the organization. You'll…
Learn Salesforce Einstein – Chapter 9 (Testing – Test the Einstein Model)
On this page, you can test your model. Copy model ID from your model and paste it in Model ID on this page. Your model…
How Salesforce CDP Can Improve Marketing Engagements?
Consumers have transitioned to a digital-first mindset. In order to participate with authenticity, customize every moment, and develop trusted customer relationships, marketers must put data…
Popular Salesforce Videos
Salesforce Einstein – CRM Stepping Into The World Of AI
We belong to a hyper-connected world these days where each and every step we take is an onslaught of data. So for this world what…
Salesforce Workbench | Salesforce Tutorial Video
In this video, we show you how to use Salesforce Workbench to set a user password. This can be useful when you have a user…
Why flow with Salesforce Flow?
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand…