Automated Task Creation in Salesforce | Flow Tutorial for Hot Lead
Автор: Andrew
Загружено: 2026-01-08
Просмотров: 33
Описание:
In this video, I walk through how to build an automated task creation flow in Salesforce using Flow.
You’ll learn how to automatically create tasks when a lead becomes hot or qualified, ensuring sales reps never miss a follow-up. This is a practical, real-world Salesforce automation designed for Sales Ops teams, Salesforce Admins, and Consultants.
We cover:
Creating a record-triggered flow
Setting task fields like subject, priority, due date, and owner
Linking tasks to leads automatically
Activating and testing the flow
If you’re looking to improve sales efficiency and reduce manual admin in Salesforce, this tutorial will help you get started quickly.
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