One of the workflow actions that we can set up to execute in Force.com platform is 'Task Assignment'. Let us explore the steps involved in setting up this type of workflow action using Force.com platform.
From the App Setup -> Create -> Workflow & Approvals -> Tasks, you can create a new Task and use it while setting up workflow actions.
Otherwise, while setting up workflow actions you can click on 'New Task'. Both actions take you to the same page.
If you had come into this page via the 1st route mentioned above, you will need to select the object to which this task belongs to. In the 2nd route, the object you have selected for the workflow rule is automatically selected for the action as well.
Enter task assignment information. This can be set to a 'User', 'Role', 'Owner' or 'Creator'. Select Status and Priority for the task. Enter the Subject or Title for the task.
Set the due date for the task. This can be set based on a date field of the record or simply set it to the rule trigger date.
You can also check the 'Notify Assignee' box to send out an email notification to the assigned user when the task assignment is made.
Save your work. If you created a new task, go ahead and associate it with a workflow rule and you will have a workflow action for assigning a task.
Happy cloud computing using Salesforce!
From the App Setup -> Create -> Workflow & Approvals -> Tasks, you can create a new Task and use it while setting up workflow actions.
Otherwise, while setting up workflow actions you can click on 'New Task'. Both actions take you to the same page.
If you had come into this page via the 1st route mentioned above, you will need to select the object to which this task belongs to. In the 2nd route, the object you have selected for the workflow rule is automatically selected for the action as well.
Enter task assignment information. This can be set to a 'User', 'Role', 'Owner' or 'Creator'. Select Status and Priority for the task. Enter the Subject or Title for the task.
Set the due date for the task. This can be set based on a date field of the record or simply set it to the rule trigger date.
You can also check the 'Notify Assignee' box to send out an email notification to the assigned user when the task assignment is made.
Save your work. If you created a new task, go ahead and associate it with a workflow rule and you will have a workflow action for assigning a task.
Happy cloud computing using Salesforce!
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