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Topics#Trailhead ChallengesFrage von Susan McCourt
Susan McCourt (Economic Change) fragte in #Trailhead Challenges
27. Jan. 2019, 14:49

In Process Builder, which Action Type is it that creates a task for the account owner to follow up on the account associated with the criteria I have inserted?

The Trailhead is asking the below using Process Builder:

 

Criteria 1:

 

Name: Closed Won and Banking

 

Conditions: Checks whether the opportunity's Stage is Closed Won AND whether the associated account's Industry is Banking

 

Associated action: Creates a task for the account owner to follow up on the account. For the due date, use this formula: TODAY() + 7. You can delete the Priority and Status fields.

 

However, I am unable to do the above in bold as I am not sure which action type creating a task would be under. Can anyone please help?
3 Antworten
  1. Madhuri Nandula (State Farm)
    27. Jan. 2019, 18:26
    Hi Susan,

     

    You have to select the action type as "Create a record" and the record type will be "Task".

     

     
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