Create Automated Tasks In Salesforce | Full Tutorial | 2022
Вставка
- Опубліковано 7 лис 2022
- Need 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
Personal LinkedIn: www.linkedin.com/in/nick-boardman
CRMCrew LinkedIn: / crmcrew
CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our UA-cam channel.
This is amazing! Saved me hours and hours of mindless work in SF creating Tasks! Thank you so so much!
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.
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.
Incredibly valuable video! Thank you so much!!
So helpful thank you!!
Thank you so much!
Thank you so much, this is so helpful ❤
You are Great 🎉❤😊 thank you!
Great instructions! Do you have a video on how to create a flow with IF statement. Thank you very much!
Liked and subscribed. Excellent tutorial. Many many thanks
so very clear instructions. Thank you Nick.
Very welcome!
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
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 )
Great video!
Thanks!
Really amazing and helpful video. Thank you very much
Glad it was helpful 😃
Hello Mr nick your explanation is amazing thank you very much for your effort i have two questions the first one i would like to ask can i import data of customers from Facebook ad or from website for protentional customers the second one
is if i had customer and the deal close as won closed and the customer would like to order more so should i register the process to the client profile ?
Thank you!
Welcome!
This is really helpful Sir.
But can you please help me with the name of the software you are using in this tutorial.
how would you automate a reminder to that task?
Is it possible to do a date formula that calculates a date let's say 60 days PRIOR to the close date?
How we can add record type here?
How can we write duedate equal to createddate+10(business days).
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 .. ?
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.
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.
you can make a get records of user and filter by the e-mail of the user you want
Can you further explain how to do this? I need to do the same thing. Thanks!
@@triciajackson4220 did you figure this out? I am having the same issue.
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
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
it really helps that you're fine asf too, thank you.