Create Automated Tasks In Salesforce | Full Tutorial | 2022

In this video I explain how to create automated tasks in Salesforce.

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[tabetsofiane]

Hello,
I am new to the salesforce community with no background in IT and i'm a beginner, I love the way you explain, it's super easy and i understand almost every thing. Thank you so much for your efforts.

[niharika]

Hey Nick! Greetings from India. I am a beginner and really was confused about the Salesforce topics but your vedio really makes me very clear about the topics.. So keep it up! And thanks much for all the informative video on Salesforce.

[TheGreatestHeroEver]

Incredibly valuable video! Thank you so much!!

[imranandimran]

Liked and subscribed. Excellent tutorial. Many many thanks

[delharris]

This is amazing! Saved me hours and hours of mindless work in SF creating Tasks! Thank you so so much!

[PrakashSK_SKP]

Really amazing and helpful video. Thank you very much

[dengland]

so very clear instructions. Thank you Nick.

[homamtaleb]

Hello Mr nick your explanation is amazing thank you very much for your effort i have two questions the first one i would like to ask can i import data of customers from Facebook ad or from website for protentional customers the second one
is if i had customer and the deal close as won closed and the customer would like to order more so should i register the process to the client profile ?

[Marouane.d]

Thank you so much, this is so helpful ❤

[milenavoronkin]

Great instructions! Do you have a video on how to create a flow with IF statement. Thank you very much!

[manninggrinnan]

I thought that the "when to run" works a little differently: I thought the "updated and meets the condition" would fire when the StageName is set to Example Stage, but also when ANY OTHER field is changed and the StageName is already Example Stage. Instead, the "Only when a record is updated to meet the condition" only fires when THAT field is changed. Both work the same when the field is changed, but they behave differently when the field is already set.

[layees.msheriff]

This is really helpful Sir.
But can you please help me with the name of the software you are using in this tutorial.

[jfbaro]

Do the agents (back office mostly) working on the tasks need to have a FSC license as well? Our Front Office agents do have FSC license, **BUT** the Back Office agents only have a basic Service Cloud License today (they mainly work on CASE and TASKS )

[shankpeterman]

Is it possible to do a date formula that calculates a date let's say 60 days PRIOR to the close date?

[prajktabhor]

Thank u for this video .. i was having the same requirement. I wanted to check how this task can be linked to an action plan ? My requirement is if the stage is supposed to be qualified then I am creating few tasks with specific subjects, and I want all the tasks to belong to a qualified action plan .. how should I achieve this .. ?

[SueGermain]

how do you configure the flow to create multiple different tasks on one case. I can do this with a flow and multiple create record elements but is there a better way to do this

[LaHzl]

how would you automate a reminder to that task?

[bandiraji]

How can we write duedate equal to createddate+10(business days).

[brenditabee]

What if I want to assign a task that doesn't belong to the owner of the opportunity? For instance, I have someone who enters and creates opportunity records but another employee who follows up with the contact afterward who needs to be assigned the tasks.

[ibn]

it really helps that you're fine asf too, thank you.