Flow: How to auto-create a Task whenever an Opportunity is created or updated?

In the below tutorial I will show how we can auto-create a Task whenever an Opportunity is edited or a new one is created. As soon as we edit/create an Opportunity, a Task will be associated with that Opportunity and the following actions will happen:

  1. Task “Subject” field will be the same as the Opportunity Name
  2. Task will be assigned to the creator of the Opportunity
  3. Field “Due Date” will be 3 days from Today
  4. Task Comment field will be updated with the following “Please follow up with all contacts”

See video illustration below

Let’s create the flow from scratch.

4 thoughts

  1. This doesn’t work. I get this error Error element NewTask (FlowRecordCreate).
    This error occurred when the flow tried to create records: MALFORMED_ID: Related To ID: id value of incorrect type:

    1. Hello, Please see video again and replicate. If you still encounter the error then i believe it’s because an ID being sent to Salesforce is not the correct type that Salesforce is expecting. For example, some fields in Salesforce can only accept certain ID types (e.g., Contact ID, Account ID, etc.). If you map a value for an ID of a different type, you will see this error.

      You may also want to Verify that the user has access to the object (or record type), verify that there are no validation rules preventing the record being created.

      Thank you

    1. Thank you for the reply. Currently by default Salesforce uses the Auto-Layout but you can also choose the Free-Form layout. This can be changed within the flow builder.

      Auto-Layout is used as it is a quick way to visually organise the page. Free-Form is usually used when we have quite a few elements and we want to take a screenshot for documentation or arrange the elements in a way which is easier for us to follow.

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