Create one Task for an Account when emails have been sent to all Contacts under the Account

[Justin_Donlon]

We would like to create just ONE Task related to an Account where we have sent Market Emails to the contact under the account - we do not want to create a task PER contact.

Any ideas on how to achieve this would be most appreciated!

Thank you!

[SanfordWhiteman]

Can't be done out-of-the-box.

Also note you have a race condition in your proposal: at the time you're checking if a Contact represents the last one awaiting an email reachout, other Contacts could be added to an Account, making the Account-Wide Alert Task immediately obsolete.

One custom approach that comes to mind: let all tasks be created, flip a Was Emailed flag on the contact, use Apex trigger to delete the Task before it comes to anybody's attention unless the Account has been fully emailed.

[Justin_Donlon]

Thanks Sanford - yup makes sense!