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Matt Graessle が「#Flow」で質問

Salesforce Org has a Record-Triggered Flow that is triggered by "Task Created or Updated". There are no other entry criteria. Part of the Flow gets all of the Open Tasks, and figures out which one has the latest Due Date.

 

The flow works except for Tasks created by Sales Engagement Cadences. For those tasks, they don't trigger the flow, and when the flow is triggered by another Task, it doesn't include Tasks created by Cadences into the Get action (Tasks where WhoId = $Record.WhoId). 

 

The tasks created by the cadences are normal tasks, with the correct "Type", and "Subtype" and WhoId. Any thoughts? 

 

@Salesforce Flow Automation 

6 件の回答
  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    2024年5月1日 18:39

    As I understand it, the proxy tasks should be deleted and a standard Task recorded only when the Cadence Step is completed. As a workaround, you could try a cadence launched Flow to replicate each Task, but that could get pretty messy. 

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