While working as a Salesforce system admin, I got a requirement from the Sales team to automate task creation for potential clients (opportunity).
The sales representative had a meeting with the client, and after the meeting, they needed to follow up every two weeks to check on the client’s progress in the decision-making process until the deal was closed.
As a solution, I created a record-triggered flow that will run weekly and create follow-up tasks for the opportunity until it is in the closed stage.
In this Salesforce tutorial, I will explain how to create a recurring task via flow in Salesforce Lightning.
Create Recurring tasks via Scheduled Triggered Flow in Salesforce
To create recurring tasks via flow in Salesforce, navigate to the setup page of Salesforce Lightning and follow the steps below.
- On the Salesforce Lightning setup page, search the quick find box and then select Flows.
- In the flows setup window, click the New Flow button.
- In this window, select the option Record-Triggered flow and click on the Create button.
- In the flow builder, select the Start date and time for the flow to trigger. Next, choose the frequency of the options: Once, Daily, or Weekly.