Hello,
I am looking to create a flow that would create a follow-up task for Opportunity records that have not had activity in the last two weeks. My questions are the following...
1. what type of flow should I use?
2. Should the object be activities or Opportunities?
3. Would I need the formula to calculate the dates of no activity?
I am somewhat new to flows and any help is greatly appreciated.
#flowHello Bella,
Flow is what will automate the creation of our Follow-Up Task. From within Setup, search for and select Flow Press the New Flow button in the top right Select the Record-Triggered Flow option then press Next.
you can also go through the link below,
Flow: How to auto-create a Task whenever an Opportunity is created or updated? – Cloud Mantras
Hope it helps.
Thanks,
Piyush
