I have an apex trigger set when a new lead is created to create a task to call the customer 7 days from the lead creation date. The problem is a lead is created a TASK is automatically scheduled (perftec), But that TASK stays assigned to whomever creates the lead.
Where is the order. I (brian) upload the lead into salesforce and the trigger creates a task for the saleperson to contact the lead in seven days. When I upload the leads to salesforce they are assigned to the sales director who then assigns the leads to a sales person. With the being said the task is under my name (Brian) and not the salesperson who is the final owner of the lead. Is there any way to fix this? Thanks Brian
8 answers
Alright! I would then suggest you to look at: Workflow Rules then! Here you go:
- Go to Setup | Customize | Create | Workflows & Approvals | Workflow Rule
- New Rule
- Select the Lead
- Evaluation Criteria : created
- Rule Criteria : criteria are met
- Set up somethin like: Id not equal to <LEAVE-IT-BLANK>
- Click Save & Next
- From under Immediate Worfklow Actions, click Add Workflow Action and select Task
- You will then set the Assigned To as: Lead Owner
- Due Date : Rule trigger Date plus 7 Days
- Fill the others
- Save
- Click Done
- Activate!
Shouldn't that work ? Thoughts @Michael Gill
