how to create a task using flow in salesforce

How to create a task or case in Salesforce

1. Locate your flow. In Salesforce Setup, search for Flows. ...
2. Add a Create Records element to your flow. From the Toolbox on the left-hand side, under Data, drag a Create Records element to the flow, and drop it ...
3. Connect the elements. ...
4. Save and activate your flow. ...

Full Answer

How to create a flow in Salesforce?

Also Read: How To Relate a Contact To Multiple Accounts In Salesforce To create the flow, follow these steps: Go to Setup -> Quick Find Box -> Search for “Flows” -> Click on Flows -> Then Click New Flow It will open below screen.

What is a scheduled flow in Salesforce?

Scheduled flows are bulkified and run for each record in the batch (200 records per batch) and store all of the record’s field values in the $Record global variable. You can refer to the $Record global variable to access the record’s field values. Monitor scheduled flows from the Setup -> Scheduled Jobs page.

How many types of flows are there in Salesforce?

There are four types of flows: It will open below screen. You can create any of the four flows. Here I am creating Autolaunched Flow which will send an email to the selected users when a lead is created. For that I am creating a flow:

What is Auto launched flow in Salesforce?

In a nutshell, Auto launched Flow in Salesforce is a robust business automation tool that seamlessly helps in many ways to automate your organization’s repetitive and mundane business processes.

How do I create a task flow?

First, we need to pick a task to show. It should be something that users actually want to achieve. It also should be something pretty standalone. This will make more sense later, but you want to break things down into low level tasks which you can then combine into larger flows.

How do I create tasks in Salesforce?

Select Create New Task from the sidebar or click the New Task button on the Open Activities related list of a record, as shown. Either way, the result is the same. A New Task page appears. When creating tasks, go to the record that the task is most directly related to before adding the task.

How do I assign a task to a Salesforce user in flow?

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 I automatically create tasks 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.

How do I create a task and event in Salesforce?

0:402:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipModel click tasks on the right of the currently selected list view click the gear icon. And selectMoreModel click tasks on the right of the currently selected list view click the gear icon. And select new create a list view.

How do I assign tasks in Salesforce lightning?

Assign new Tasks to multiple people, public groups and queues in Lightning ExperienceClick New Task from Task tab, Activity History or Open Activities related lists.On the Assigned To field, remove the default owner.Select People, Groups or Queues on the drop-down menu.More items...

How do I assign a task to a lead in Salesforce?

0:000:43How to Add a New Task for Lead in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to my guide org. Welcome to my guide in this guide we will learn how to add a new task forMoreWelcome to my guide org. Welcome to my guide in this guide we will learn how to add a new task for lead in Salesforce lightning. Click on leads select elite click on new tasks. Click on create a task

How do I assign a task to a queue in Salesforce?

To set it, navigate to Setup | Users | Queues. Then, you can click the New button and create a new queue and set Task as the supported object. However, note that you are only able to assign Task to Queues when you are at the Task tab in Lightning Experience.

What is a workflow task?

A Workflow Tasks is a content item which has been assigned to a specific user or a Role, indicating that the user or some member of the Role needs to take action on the content item.

Can we create task using process builder?

Assign and Reassign people to Taskfeed Boards and Tasks based on a user lookup field on a related Account, Opportunity or another Salesforce record. This automation process can be created by Salesforce Administrators using Process Builder.

What is task in workflow rule in Salesforce?

Workflow tasks assign a new task to a user, role, or record owner. For example, automatically assign follow-up tasks to a support representative one week after a case is updated. To get started with workflow tasks, from Setup, enter Tasks in the Quick Find box, then select Tasks.

Overview

By default, the flow will create an event record whenever a meeting is scheduled. However, you can modify the Create Record: Create Event element to create a task or case in addition to an event.

How to create a task or case in Salesforce

If you haven't customized the CreateEventTemplate before, you'll need to create a new flow based on the template. To do so, you can open the CreateEventTemplate, customize it directly, then Save as. Saving it will create a new flow. You can call the new flow something like "CreateEvent."

Why use flow in Salesforce?

Flows allow you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best friend because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer! The benefit of Salesforce Flow is that they are easy to maintain because anyone ...

What is loop in Salesforce?

Loops allow you to handle multiple variables at once using collections. Data elements include Create, Update, Get, or Delete records. Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements.

What does it mean to call a flow?

To ‘call’ a Flow means that something happens in order to kickstart the Flow process. This could be a Salesforce record change, from another process in Apex/Process Builder, or automated on a recurring schedule. When you create a new Flow, you’re prompted to select the type of Flow you wish to create.

What are the building blocks of a flow?

There are 3 main “building blocks” of any Flow: 1. Elements are the individual building blocks of the Flow. These perform logical actions such as assignments, decisions, or loops. There are also data elements that will query the database or commit record changes. 2. Connectors determine which element leads to which.

What is constant in flow?

Constants are values you set once and never change. They are useful when you want to refer to a single value multiple times through your Flow – if you ever need to change that value, you just need to change it once and it is reflected throughout the Flow.

Auto launched Flow (No Trigger)

As the name suggests, Auto launched Flows can be launched when invoked by Apex classes, process builders, or REST API. These flows are launched automatically based on specific events or conditions. Auto launched flows provide abstraction, as you can define the complex processes to be carried out in the background without a user knowing the details.

Auto launched Flow (Scheduled Flow)

On the other hand, as the name suggests, these flows only run from the specified time and frequency (once/ daily/ weekly) that the user sets. It provides Salesforce users the ability to run declarative logic on multiple records at a scheduled time.

About the Author

Keyuri Pophale is a 4x certified Salesforce Consultant and a team leader with experience of 5+ years. She is involved in client requirement gathering sessions and providing solutions including Sales cloud and communities.

Create a Flow

To create a Flow, Search for Flow in Quick Find Box in Setup Home; Click on Flows under Process Automation. On top of the list of Flows, click on “New Flow”. This launches a Flow Builder.

Routing a Flow

To control the execution order of the elements in a straight and/or a conditional path, each element should be connected to the next element through a connector. To set the connection of the elements, drag the node at the bottom of the source element onto the target element.

Remove Connectors from a Flow

Once the connection between two elements has been set, it cannot be changed. To make changes to the path a Flow takes, the connector needs to be deleted.

Reading Data from External Systems

Within a Flow, data from external systems can be pulled using Platform events, external objects, Lightning components, Enhanced External Services, or Apex. The below table will help understand ways through which data can be accessed/updated in External systems.

Cloning Data using Flows

Create elements can also be used to Clone data. To clone a record data, copy the desired set of information of the original record (except ID) into a new record variable and, using the create element, create a new record entry in the system (assuming no conflict of unique value).

Updating Data using Flows

Records can be updated through either an Update Record element or the Update Record Quick Action (if configured). However, within the Update record element, there are different ways to update a record. The below table will explain.

Approval Process

Salesforce Approval Process is a set of automated processes that can be leveraged to set up business approvals within Salesforce. Salesforce allows users to submit records for approval on pre-defined criteria to approvers who are users in their Salesforce instance. Each approval process and its criteria are bound to a single object.