Wie kann bei Erstellung eines account automatisch eine aufgabe anlegen lassen? Würde diese gerne nutzen, um eine Standardaufgabe aus unserem Prozess direkt damit abbilden zu können. zB Überprüfung der angelegten Daten vom Accountinhaber als Datencheck.
Viele Grüße,
Jürgen
2 réponses
Hi Jürgen. Which edition of Salesforce do you use? If it's Enterprise Edition or above then you have access to workflow rules, and you can create one of these that detects an account being created and creates a task for you.
You can configure your workflow rule as Setup > Create > Workflow & Approvals > Workflow Rules. Your workflow evaluation criteria will be 'created' only, and if you want this to fire for every single account creation then your criteria formula can just be inputted as 'true'.
Then you'd add a workflow action to the rule to set out the details of your auto-created task.
Note two things:
- The task you create can't truly be 'blank' (but that may be a mistranslation of 'lassen' on my part); you will need to give it a subject line, due date and an owner (which can be dynamic like Account Owner)
- If you also want this rule to fire on accounts created by lead conversion, you will need to navigate to Setup > Customize > Leads > Settings and ensure the 'Require Validation for Converted Leads' option is checked.
Hope that helps get you started.
