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I need to create a flow in salesforce  to generate tasks for lead owners when the lead changes to "working" status, then create a task once every week for four weeks using the "working date" field from the lead object as the start date to triggered tasks, and have the tasks with a due date of 1 day after the task is assigned only during business days.

 

Within the solution I've encountered that I need to use a Loop, but it says that I need to update the properties of the Loop to 4, how do I go about this? I can't find the option to do this in the Loop element.

1 risposta
  1. 24 apr 2023, 16:02

    Hi Juan,

     

    There is no such property, however, you could:

    Create a number variable and default to 1

    In the loop, straight after it, add a decision to see if this counter equals 5. If it is, return to the loop, if not, continue in the loop with your Assignment(s).

    Make sure you add a line that says:

    CounterVar - Add - 1

     

    This way, you can create your 5 tasks (the one you want now, and the other 4 where the due date is each week for 4 weeks). You can use a formula for the due date so when the counter is 1, the due date must be XXX, when it is 2, the due date must be YYY, etc

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