Deb_Schleede

Deb_Schleede
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Date Last Visited
‎02-03-2021 05:19 PM
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Joined the community 09-05-2018
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Senior Marketing Operations Mgr
Rochester, NY
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  • Create Task for Account Objects
    by Deb_Schleede name dot 11-30-2018 quickview

    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...

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Date Registered ‎05-09-2018 05:46 AM
Date Last Visited ‎02-03-2021 05:19 PM
Total Messages Posted 1
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