20 answers
Hi Deanna,Following the idealogy of salesforce of point and click, i would suggest go with the process builder + Flow.Please mark this as the best answer if it helps you resolve the issue.Here are the steps for the same. :-Create a Flow :-Go to Quick Find/Search and Search for Flow. Create a new Flow. On the displayed(you will have to enable the adobe flash Player) select "Record create under the "Palette--> Data" and drag it out on the right screen canvas. It will open up a popup window asking for the name and unique name. Fill out the details as shown/As per need. As shown above select what ever field you want to have in your note record. Under value, create a sObject Variable as highlighted. It will open up a popup window. fill in the details as shown and click ok.
Now you should be getting something like this in value(Its more like mapping the values)
Map whatever fields you want, for the most basic fields it should like this.
Click the Down arrow symbol(in green). It will make your record Create the first instance to get fired when called upon.
Save your flow. And just to be sure, log out of your org. login again and create a process builder with on task object . Under action type select flow, type the name of your flow. Automatically the sObject Variable will get populated. Assign it to the task record.Save and Activate your Process builder.
