Salesforce Record-Triggered Flow - Task - Auto Associate to Account
Sharing a quick flow we made recently for a client in the Commercial Real Estate industry to help speed up their task creation process.
Just some basic record-triggered flow things covering naming style and fault handling.
=== Benefits ===
1. Reduces mistakes in data entry selecting the wrong account.
2. Speed up time to create tasks.
3. Increases quality of data by making sure every task has an account associated when possible.
Видео Salesforce Record-Triggered Flow - Task - Auto Associate to Account канала DewWow
Just some basic record-triggered flow things covering naming style and fault handling.
=== Benefits ===
1. Reduces mistakes in data entry selecting the wrong account.
2. Speed up time to create tasks.
3. Increases quality of data by making sure every task has an account associated when possible.
Видео Salesforce Record-Triggered Flow - Task - Auto Associate to Account канала DewWow
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2 мая 2025 г. 18:16:40
00:05:12
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