Hi everyone,
I’m trying to set up automatic task assignments in Salesforce based on specific criteria (like region or department). I’m not sure whether to use Flow, Process Builder, or something else.
Has anyone done this before? Any tips or step-by-step guidance would be super helpful!
Thanks in advance!
#Trailhead Challenges
Hello @tom smite
Go to Setup -->Flows -->New Flow -->Select Record-Triggered Flow.
Choose the Object (e.g., Opportunity, Case, Account).
Set trigger: A record is created (or created/updated).
Choose after the record is saved.
Add a Decision element to check criteria (Region, Department, Priority, etc.).
For each outcome, add a Create Records element:
Object: Task
Set fields:
Subject
WhatId / WhoId (link to triggering record)OwnerId (assign to specific User or Queue)Priority, Status, Due Date
Save and activate the flow.
