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When re-assigning accounts from sales to customer success (after a sale) how do I not transfer the open tasks?  Is there a process I can create to auto close them?
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  1. 2018년 9월 12일 오후 3:56
    Still an idea: https://success.salesforce.com/ideaview?id=08730000000JeYnAAK

     

    However you can create use a combination of process and a flow to auto close all the Tasks when the account is re-assigned.

     

    Set the process to call the flow when the Account ownership is changed.

     

    Now in your flow, do a fast lookup to query all the open tasks  related to that Account. Now update the tasks' status to completed to using a loop. Then do a fast update to update the tasks.
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