Create a flow to change lead status to Contacted

Question

I have a requirement to create a flow to achieve the below scenario:

If the rep sends an email or logs a call from within SF, the new/open lead automatically change to Contacted

Any suggestions will be appreciated

Thanks!!

Eric Praud · Accepted Answer

HI Fahad,

You'd need to create a record triggeered flow on the Task object.

You would check that the subject contains "email" or "call" and that the What Id starts with 00Q

Then, you would add a record update on leads with a filter set to

Id - Equals - $Record>What ID

Status - Does not Equal - Contacted

Now, you can set the status to Contacted

Save and activate

Flow