Looking for ideas and inspirations for tasks to queue in Salesforce triggerd by Account Engagement
Hey Community,
I'm working with Account Engagement and figured out some cases for my company where it would be useful to assign Tasks to a queue based on rules in AE Studio.
Example Setup:
- Account Engagement Studio has a journey with different rules and actions
- Based on some rules it would be really nice to assign a task to a specific salesforce queue
- e.g. if Rule A = true, then create task to "service call team" queue for calling the contact
- OR if Rule A = false, then create task to "administration team" queue to create specific documents
This is only a simple example and I solved it currently with the salesforce admin to create a flow in Salesforce and assign a task to a queue.
Example:
- Account Engagement Studio journey Rule A = true -> set value for custom_field_A = true; if Rule A = false -> set value for custom_field_A = false
- Flow in SFC triggerd by field changes and check if value is true or false
- If value in SFC field ist set to true it creates a task to the "service call team" queue
What questions I've in mind to disccuss?
- What could be a smarter solution to assign tasks to a queue?
- Maybe it could be solveable in a more general way, like -> Account Engagement is assigning a prospect to a list/campaign with values like a table
queue | topic | detailed information | due dateCall center, call contact, customer ist asking ... bla bla, 2024-07-20Office team, create document, create specific document, 2024-08-15
Salesforce flow will check this information continously and will create tasks for specific queues based on queue column.
Just an idea, what do you think, would it be possible?
3. Can a user assigend task assigned to a queue by some automation anywhere based on subject content for example?
What's the background behind this ideas.
- Ensure representability in a team.
- Staff changes have no effect on flows/journeys being adjusted.
- Tasks can be assigned independently of the assigned user.
I'm curious about your thoughts and solving ideas.
Enjoy your day,
Frank
#Trailhead Challenges #Flow #AccountEngagement #Pardot B2b Marketing Automation #Journey Builder #Automation #Tasks #Queue
This might be a bit late, but you can use Account Engagement External Actions to call an Autolaunched Flow directly. Once you are in the Flow, you can create the Task however you want, with whatever fields from the Prospect you want (as long as you pass them in via Input Variables). You could then send highly customized notifications to slack/ms teams as you see fit.