Create Automated Tasks In Salesforce | Full Tutorial | 2022

Great instructions! Do you have a video on how to create a flow with IF statement. Thank you very much!

Hey Nick! Greetings from India. I am a beginner and really was confused about the Salesforce topics but your vedio really makes me very clear about the topics.. So keep it up! And thanks much for all the informative video on Salesforce.

How can we write duedate equal to createddate+10(business days).

so very clear instructions. Thank you Nick.

how would you automate a reminder to that task?

Great video!

This is really helpful Sir.
But can you please help me with the name of the software you are using in this tutorial.

So helpful thank you!!

Thank you!

Do the agents (back office mostly) working on the tasks need to have a FSC license as well? Our Front Office agents do have FSC license, *BUT* the Back Office agents only have a basic Service Cloud License today (they mainly work on CASE and TASKS )

What if I want the 60 days after to excluded weekend days

What if I want to assign a task that doesn't belong to the owner of the opportunity? For instance, I have someone who enters and creates opportunity records but another employee who follows up with the contact afterward who needs to be assigned the tasks.

How we can add record type here?

it really helps that you're fine asf too, thank you.

how do you configure the flow to create multiple different tasks on one case. I can do this with a flow and multiple create record elements but is there a better way to do this

This is amazing! Saved me hours and hours of mindless work in SF creating Tasks! Thank you so so much!

Thank you so much!