-
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
Design an Experience To Enterprise Excellence With Salesforce Lightning
A customer dominated economy where we live in; CRM plays a vital role in the maintenance and growth of a business. Now, we are required…
Build A Strong and Powerful Community and Go Beyond Your Dreams
Over the last few weeks, we had relished bringing out the outstanding features of Sales Cloud and Service Cloud that will be released in Spring ‘20. Sales, Service, and…
Choosing Between Salesforce Consulting Firms and Freelancers: What Gets You the Best ROI?
Managing a modern business means juggling multiple tools, systems, and strategies—and Salesforce often sits at the center of it all, from CRM to customer support…
Popular Salesforce Videos
Learning Path and Pay Scale for Salesforce Profiles
Now it's high time to know about the Learning Path for the different Salesforce profiles. In this video, you also got to know about the…
AppExchange Demo Jam - April 2020
Watch AppExchange apps Lifeguard Solutions, FilePulse, Vonage, Icertis, Taskray, and Salesforce Crisis App from Salesforce Labs demo their technology in three minutes for the audience…
Salesforce Apex Tutorial: Data Types
In this lesson, we are covering Salesforce Apex Data Types and we are covering primitive data types.