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Topics#Salesforce DeveloperFrage von Pratima Shrivastav
Pratima Shrivastav (Slalom) fragte in #Salesforce Developer
12. Juli 2016, 17:55

creating a task with approval process

Hi folks

I have a 3 step approval process . After user A submits the task for approval, it goes to his manager who verifies all the conditionsand depending upon the his observation, he needs to be able to create a task and event from the same page in an easy manner.

Please give me some ideas on how to proceed on this.

Thank you
8 Antworten
  1. Gaurav GARG (Panasonic Digital)
    12. Juli 2016, 19:15
    Hi Prati,

    Using Approval Process (automation process) you cannot allow manager or other team members to create task manually. But actually you auto-mate this process i.e. whenever manager agrees on a particular record condition and hit approve. A task will auto created on his behalf. 

    This is salesforce standard process. On each step (approve / reject) you can create a task for this. 

    Let me know if you need further assitance on this. 

    Thanks,

    Gaurav

    Email: gauravgarg.nmims@gmail.com

    SKype: gaurav62990
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