Activity Forums Salesforce® Discussions How do I automatically create tasks in Salesforce?

  • Aditya

    November 12, 2020 at 2:31 pm

    Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules. Now you'll create a new rule – this rule will be a task creation trigger. For our example, set the Object to Task.

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