Record Triggered Flow to create Task whenever a Lead is created

Record Triggered Flow to create Task whenever a Lead is created - After Save update Flow Scenario 6

Рет қаралды 26,517

2 жыл бұрын

In this video, I'm creating a Record Triggered Flow to create Tasks with different due dates on the basis of the Lead Rating whenever a Lead is created.
#RecordTriggeredFlows #Salesforce
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Пікірлер: 65

@sqeks83 2 жыл бұрын

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!

@salesforcegeek 2 жыл бұрын

I’m glad this helps you

@AndrewDayMortgage Жыл бұрын

totally awesome, this is exactly what I needed!

@salesforcegeek Жыл бұрын

Great to hear!

@NishaSharma-gx2gv 2 жыл бұрын

Loving these scenarios....keep em coming

@salesforcegeek 2 жыл бұрын

Thank you!! 😁

@santhamurthykesavan858 Жыл бұрын

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 )

@shaikyaseen5320 2 жыл бұрын

Great video tutorials thanks for covering most of the topics in Salesforce

@salesforcegeek 2 жыл бұрын

Glad you like them!

@AshwinKumar-kc7ly 9 ай бұрын

Thanks, man - Shubham for the video. This is very crisp and informative

@salesforcegeek 9 ай бұрын

Glad you liked it!

@user-vi1oc9hz7e 2 жыл бұрын

Great video tutorials thanks! Just 2 things that can improve the videos: 1. KZfaq 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!

@salesforcegeek 2 жыл бұрын

Noted and thank you for your suggestion 👶🏻 I will try to include this in the future videos

@baburajendraprasadmungara3700 2 жыл бұрын

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.

@avinashsrivastava2247 2 жыл бұрын

Very useful video thanks! Please make more useful video like this.

@salesforcegeek 2 жыл бұрын

Sure Thank you 😊 Checkout the playlist section for more videos

@shraddhamishra6078 2 жыл бұрын

Thanks Shubham, it's very informative video.

@salesforcegeek 2 жыл бұрын

Thank you :)

@lizstoughton6523 2 жыл бұрын

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.

@akshaysambare4237 2 жыл бұрын

Thank you Shubham bhaiya.. 👍👍

@salesforcegeek 2 жыл бұрын

😍

@ashok5995 Жыл бұрын

Nice Video Bro ,Its Helps Me a Lot

@salesforcegeek Жыл бұрын

Glad to hear that

@abhishekghodke8012 11 ай бұрын

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.

@rofiqulislam7544 2 жыл бұрын

Very good video ❤️❤️❤️

@salesforcegeek 2 жыл бұрын

Thank you 🤗

@shivanshutiwari7439 Жыл бұрын

Hi @Salesforce geek , Once the task is created it should send the email to the owner correct ?

@prashantkaushik4661 Жыл бұрын

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.

@helioleao3390 Жыл бұрын

You can created a video that themed "Send Email Aler", according to the Survey Questions Response.

@Blas_Mar 2 жыл бұрын

Amazing video, thanks for the tutorial, one question, do you have video where you show how to assign task to different roles?

@salesforcegeek 2 жыл бұрын

This weekend you will get the video uploaded

@Blas_Mar 2 жыл бұрын

@@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!

@annettejaaskelainen8740 2 жыл бұрын

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.

@rodrigoolanda9176 2 жыл бұрын

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!

@salesforcegeek 2 жыл бұрын

Hi! Rodrigo can you please share the whole scenario :)

@techtouch271 2 жыл бұрын

The video is very nice bro can you please tell how to avoid saturday and sunday in due date

@salesforcegeek 2 жыл бұрын

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

@ShakirKhan-bj3pc 2 жыл бұрын

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

@salesforcegeek 2 жыл бұрын

Yes we can after all task is an Object

@shaikyaseen5320 2 жыл бұрын

Can u tell me where can I prepare for Salesforce interview and the example questions in Salesforce which is later this week?

@salesforcegeek 2 жыл бұрын

Checkout our Mock Interview Playlist this will give you the idea for the interview kzfaq.info/get/bejne/qJmTZKlynqnWZGQ.html

@ChaitanyaCanSing Жыл бұрын

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...

@salesforcegeek Жыл бұрын

I'll check after Diwali Krishna busy in household works

@pranalipatil1166 2 жыл бұрын

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 ]

@salesforcegeek 2 жыл бұрын

Noted

@RajatBajaj 2 жыл бұрын

Is there any alternative to avoid creating 3 nodes for each lead rating ?

@salesforcegeek 2 жыл бұрын

Yes I think with the help of formulas but need to check not sure about it

@salesforcetrailhead9532 2 жыл бұрын

hi can u tell me how to follow flow videos ,from where i have to start

@salesforcegeek 2 жыл бұрын

Checkout the playlist salesforce flow for beginners and start and then also follow record trigger flows sceanrios all playlist are under plylist section

@techtouch271 2 жыл бұрын

Hii bro, By using flow automation how to enable Team to choose a substitution if team member on vacation

@techtouch271 2 жыл бұрын

If the team members have Task

@salesforcegeek 2 жыл бұрын

Is there any field you are using to track whether the user is on vacation or not?

@GhizlaneBourzoufi Жыл бұрын

Hi, how can I add a name in "Assigned To ID" field ? thank you

@salesforcegeek Жыл бұрын

Assigned to Id is a lookup field and you need to provide id over there it will show Name on the UI

@notradingonfriday9227 2 жыл бұрын

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

@salesforcegeek 2 жыл бұрын

Configure the decison element so that It only works one way

@amitbagade3277 2 жыл бұрын

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) .?

@salesforcegeek 2 жыл бұрын

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

@amitbagade3277 2 жыл бұрын

@@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 " ?

@ZeOmega_Inc. Жыл бұрын

How can i assign the task to a specific user instead of the lead owner

@salesforcegeek Жыл бұрын

You need to fetch that user from get record element apply filter and use that in the owner field

@ChaitanyaWalukar Жыл бұрын

If owner is Queue then how to assign the owner id

@salesforcegeek Жыл бұрын

How to Assign records to Queue using Salesforce Flow? | Record Triggered Flow Salesforce kzfaq.info/get/bejne/pqiWaa9qs7rSomw.html Check this you will get the idea