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Hello Everyone, 

I’m working with 

Salesforce Action Plans where tasks are created automatically from an Action Plan Template when a Case is created.

I have a requirement to auto-complete the first task (based on some condition like Subject contains 'AUTO') so that the next dependent task opens automatically

 

What I observed:

1. Before Insert Trigger

  • I set Status = 'Completed' in a before insert trigger
  • Task gets created as completed (IsClosed = true)
  • Next task does NOT open

2. After Insert Trigger (Synchronous Update)

  • I updated the task to Completed in after insert
  • Status updated correctly
  •  ✅ Next task opens correctly

3. Queueable Apex (Async Update) in Before Insert Trigger

  • When I moved the completion logic to a Queueable class
  • Task is first created, then updated asynchronously
  • Next task opens correctly

 I would like to keep this in before insert only. 

Please add your thoughts , solution. 

답변 2개
  1. 4월 2일 오전 8:55

    but I am just marking first task as Completed in trigger. Ideally It should automatically detect that first task is completed and it should open second task.

0/9000