Create Recurring Task Via Flow in Salesforce

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.

1. 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.

2. Add a Create Record element to the flow and enter the Label and API Name. In the set record field values, select the option Manually, then select the Object as Task.

3. Enter the details for the New Resource in the following way.
   • Select the Resource Type as Formula and enter the API Name.
   • Select the Data type as Date.
   • Enter the formula as [ {!$Flow.CurrentDate}+7 ] and click on the Done button.

4. After this map, the fields with the object fields are in the following manner.

5. At last, map the Subject field. In this case, we have to enter the subject for different records, so we will use the formula field to display the name of the current record.
   • Select the field as Subject, and select the New Resource in the value.
   • Select the Resource Type as Formula and enter the API Name. After this, select the data type as text and enter the formula as [“follow up to” & {!$Record.Name}] and click on the Done button.

6. At last, save and activate the flow.

After activating the flow, we can see the scheduled recurring tasks in Scheduled jobs. To navigate to scheduled jobs, navigate to Setup > Quick find > scheduled jobs.

This way, we can create recurring tasks via Flow in Salesforce by following the above steps.

Conclusion

In this Salesforce tutorial, we have learned to automate the creation of recurring tasks using a scheduled trigger flow.

The above method is totally different than the manual method of creating recurring tasks; here, we do not need to depend on the recurring task creation settings on the Salesforce org.

By now, you will be able to manage your tasks more efficiently through flow automation.

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Bijay Kumar

I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.