yes it is possible to to create tasks and send emails using visual flows. simply search for tasks and email alerts in the quick search (Find in Palette) November 18, 2014 ·
How to create a task in Salesforce?
Just choose the object, fill in the criteria that needs to be evaluated and set-up the action for creating the Task. This will create the task similar to the previous approach but you have more control on what gets created. Below is the UI that allows you to configure the “Immediate Actions” | “Create New Record” option or .
How to create email alerts in Salesforce flow?
Select the Task or the Event object when creating the record create element in flow 2. Email Alerts: You will beed an apex plug-in for this. I will be releasing a sample plug-in for this soon. However, you can create it yourself as the Apex plug-in is nothing but a wrapper for the SendEmail Apex API 3.
How to create a workflow rule in Salesforce with approvals?
Navigate to (Build) | Create | Workflow & Approvals | Workflow Rules in Salesforce Setup screen. Create a new workflow rule to create a task when Opportunity status is ‘Closed Lost’. Select the option to create a new task when conditions are met. In the next screen you can specify values for the standard Task fields.
How do I create a process builder in Salesforce?
Navigate to (Build) | Create | Workflow & Approvals | Process Builder in Setup screen. Click New to create a new Process - creating a trigger and an action is pretty easy. Just choose the object, fill in the criteria that needs to be evaluated and set-up the action for creating the Task.
Is an email a task in Salesforce?
Currently, email messages are saved as tasks in Salesforce, whether using Salesforce for Outlook or composing a message in Salesforce.
How do I automate a task in Salesforce?
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.
How do I send an email from activity in Salesforce?
Send Email ActivityClick Activities.Click Create Activity.Select Send Email.Click Next.Select a classic or Content Builder email. Use sorting options to change the order in which emails display.Click Next.Complete the define properties section: ... Click Next.More items...
How do I send a task in Salesforce?
In Salesforce, you can assign calendar Events and Tasks to yourself and to other Users....Assign a new activity to another UserNavigate to the record you want to associate the Task to.Click New Task or New Event from the 'Open Activities' related list.Enter an active User in the 'Assigned To' field.
How do you make a task flow in Salesforce?
How to create a task or case in SalesforceStep 1: Locate your flow. In Salesforce Setup, search for Flows. ... Step 2: Add a Create Records element to your flow. ... Step 3: Connect the elements. ... Step 4: Save and activate your flow.
How do Tasks work in Salesforce?
Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.
What are email activities?
The Email Activity determines the email sending parameters. When you create an Email Activity you will need to provide the following information: · Recipients — a recipient list to which the email message will be sent. The list can be a Port, a table, a filter, or a query.
How do I add an activity email in Salesforce?
You can confirm this by doing the following: Go to the Publisher Layouts....Cannot see 'Send Email' button in Activity History in Experience Cloud SiteClick on Edit for Global Layout.Drag the Email action from Salesforce Mobile and Lightning Actions on the palette and drop it on the layout.Click Save.
How do I create an email activity report in Salesforce?
Create an Email Activity Report in SalesforceIn Salesforce, click Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.More items...
What is the difference between tasks and activities in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How do I manage tasks in Salesforce?
0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.
How do you create a task in Gmail?
Create a task from an emailGo to Gmail.On the right, click Tasks .Find the email you want to save as a task.Drag and drop the email to the side panel.To add a date and time, click Date/time.