While working as a Salesforce system admin, I received a request from the Sales team to enable the recurring tasks. The sales team managed opportunities, with each open opportunity requiring a follow-up call from the sales representative every week until the deal was closed.
Instead of manually creating follow-up tasks, they opted for recurring tasks to automate the weekly creation of new follow-ups.
In this Salesforce tutorial, I will explain how to enable and create recurring tasks in Salesforce Lightning and Salesforce Classic editions.
What are Recurring Tasks in Salesforce?
A recurring task in Salesforce CRM allows you to schedule a task to repeat on a regular schedule, such as daily, weekly, or monthly. This feature can automate repetitive tasks, such as following up with a customer regularly or scheduling regular meetings with a team.
Enable Recurring Tasks in Salesforce Lightning
To enable the recurring task in Salesforce Lightning, navigate to the Setup page and follow the steps below.
- On the Salesforce Lightning setup page, go to the quick find box, search, and then select Activity settings.
- In the activity settings, activate the Enable Creation of Recurring Tasks checkbox and click on the Submit button.
The creation of recurring tasks is now enabled in the Salesforce org. After allowing it, we need to add the recurring task field to the page layout of the Task object.
Add a Recurring task field to the Page Layout in Salesforce
To add the enabled recurring task field on the page layout of the task object, navigate to the setup page and follow the steps below.
- On the setup page, click on the Object Manager tab. In the next window, search for and select the Task object.
- In the task object setup, click on Page Layouts, then click on the task page layout in the next window.