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Create Task for Account Objects

Question asked by Deb Schleede on Nov 30, 2018
Latest reply on Dec 8, 2018 by Alexis Falco

We are trying to automate a Task for our salespeople based on an account-level trigger (opportunity stage, account contract age, etc.) but the "Create Task" flow step seems that it can only create tasks for Lead/Contact records.

 

This is problematic because we often have several leads or contacts for a single account record. If Acme Corp has 50 Contacts, the salesperson will get 50 Tasks. We need one task assigned at the account level, not associated to a Contact.

 

Any ideas on getting this to work?

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