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:
- Task “Subject” field will be the same as the Opportunity Name
- Task will be assigned to the creator of the Opportunity
- Field “Due Date” will be 3 days from Today
- 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.
