5 Replies Latest reply on Feb 19, 2019 2:38 AM by Kacper Gawlik

    Add CC in Create Task action

    Kacper Gawlik

      Hello!

       

      I have a question whether is there any solution that allows to CC person when creating task without necessity to create a separate Task?

       

      Thanks,

      Kacper

        • Re: Add CC in Create Task action
          Alexia Emmanoulopoulou

          Hi Kacper,

           

          While the task creation doesn't offer an option to cc someone, you could use the 'Send Alert' flow step in addition to the task creation and notify the Sales Owner and additional interested parties through there. You can set up the alert to include the same info you would get in the task notification email (as you need to draft the email used for the Alert) and you could set 'notify' to false in the task creation flow step so that the Sales rep would only get one email (and the task in SFDC).

           

          Hope this helps, I've included a screenshot of the set up for your reference.

           

           

          Regards,

          Alexia