Create Automated Tasks In Salesforce | Full Tutorial | 2022
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Жыл бұрынNeed Help With Salesforce? Check Out - www.crmcrew.com/
In this video I explain how to create automated tasks in Salesforce.
Email: info@crmcrew.co.uk
Telephone: 01494 256996
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@delharris8443 Жыл бұрын
This is amazing! Saved me hours and hours of mindless work in SF creating Tasks! Thank you so so much!
@marisyanow6615 Жыл бұрын
So helpful thank you!!
@TheGreatestHeroEver 2 ай бұрын
Incredibly valuable video! Thank you so much!!
@niharika6729 11 ай бұрын
Hey Nick! Greetings from India. I am a beginner and really was confused about the Salesforce topics but your vedio really makes me very clear about the topics.. So keep it up! And thanks much for all the informative video on Salesforce.
@KarlaTest Жыл бұрын
Thank you so much!
@dengland1234 11 ай бұрын
so very clear instructions. Thank you Nick.
@NickBoardman 11 ай бұрын
Very welcome!
@Marouane.d 6 ай бұрын
Thank you so much, this is so helpful ❤
@tabetsofiane5390 3 ай бұрын
Hello, I am new to the salesforce community with no background in IT and i'm a beginner, I love the way you explain, it's super easy and i understand almost every thing. Thank you so much for your efforts.
@carlospaz8141 9 ай бұрын
You are Great 🎉❤😊 thank you!
@imranandimran 2 ай бұрын
Liked and subscribed. Excellent tutorial. Many many thanks
@hansuh6164 Жыл бұрын
Thank you!
@NickBoardman Жыл бұрын
Welcome!
@milenavoronkin9042 11 ай бұрын
Great instructions! Do you have a video on how to create a flow with IF statement. Thank you very much!
@ITtutorjack Жыл бұрын
Great video!
@NickBoardman Жыл бұрын
Thanks!
@PrakashSK_SKP 7 ай бұрын
Really amazing and helpful video. Thank you very much
@NickBoardman 7 ай бұрын
Glad it was helpful 😃
@jfbaro2 Жыл бұрын
Do the agents (back office mostly) working on the tasks need to have a FSC license as well? Our Front Office agents do have FSC license, **BUT** the Back Office agents only have a basic Service Cloud License today (they mainly work on CASE and TASKS )
@SueGermain Жыл бұрын
how do you configure the flow to create multiple different tasks on one case. I can do this with a flow and multiple create record elements but is there a better way to do this
@layees.msheriff7489 Жыл бұрын
This is really helpful Sir. But can you please help me with the name of the software you are using in this tutorial.
@shankpeterman 7 ай бұрын
Is it possible to do a date formula that calculates a date let's say 60 days PRIOR to the close date?
@manninggrinnan621 2 ай бұрын
I thought that the "when to run" works a little differently: I thought the "updated and meets the condition" would fire when the StageName is set to Example Stage, but also when ANY OTHER field is changed and the StageName is already Example Stage. Instead, the "Only when a record is updated to meet the condition" only fires when THAT field is changed. Both work the same when the field is changed, but they behave differently when the field is already set.
@prajktabhor3090 5 ай бұрын
Thank u for this video .. i was having the same requirement. I wanted to check how this task can be linked to an action plan ? My requirement is if the stage is supposed to be qualified then I am creating few tasks with specific subjects, and I want all the tasks to belong to a qualified action plan .. how should I achieve this .. ?
@LaH4z3l Жыл бұрын
how would you automate a reminder to that task?
@bandiraji3558 11 ай бұрын
How can we write duedate equal to createddate+10(business days).
@user-qw1ss4oy9z Жыл бұрын
How we can add record type here?
@brenditabee Жыл бұрын
What if I want to assign a task that doesn't belong to the owner of the opportunity? For instance, I have someone who enters and creates opportunity records but another employee who follows up with the contact afterward who needs to be assigned the tasks.
@cassiawatanabe4920 Жыл бұрын
you can make a get records of user and filter by the e-mail of the user you want
@triciajackson4220 Жыл бұрын
Can you further explain how to do this? I need to do the same thing. Thanks!
@dhc Жыл бұрын
@@triciajackson4220 did you figure this out? I am having the same issue.
@omalenkaa 5 ай бұрын
i've figured it out, tested and it worked. In the value section instead of record->owner ID input your employee SF UID. Hope this makes sense
@omalenkaa 5 ай бұрын
i've figured it out, tested and it worked. In the value section instead of record->owner ID input your employee SF UID. Hope this makes sense@@dhc
@ibn0721 Жыл бұрын
it really helps that you're fine asf too, thank you.
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