Automated Task Creation in Salesforce | Flow Tutorial for Hot Lead скачать в хорошем качестве

Automated Task Creation in Salesforce | Flow Tutorial for Hot Lead

In this video, I walk through how to build an automated task creation flow in Salesforce using Flow. You’ll learn how to automatically create tasks when a lead becomes hot or qualified, ensuring sales reps never miss a follow-up. This is a practical, real-world Salesforce automation designed for Sales Ops teams, Salesforce Admins, and Consultants. We cover: Creating a record-triggered flow Setting task fields like subject, priority, due date, and owner Linking tasks to leads automatically Activating and testing the flow If you’re looking to improve sales efficiency and reduce manual admin in Salesforce, this tutorial will help you get started quickly. 👍 Like the video if this was useful 🔔 Subscribe for more real-world Salesforce automations 💬 Comment if you want to see another Flow use case