Description
The "Task" action in Salesforce Flow Builder is used to create a new task record in Salesforce. A task is an activity that needs to be completed by a specific person or group, such as making a phone call or sending an email.
To use the "Task" action, you first need to add it to your flow canvas. Then you need to specify the task details, such as the subject, due date, priority, status, and assigned user.
The subject of the task is a brief description of what needs to be done, such as "Call customer about order issue." The due date is the date by which the task needs to be completed. The priority is a value that indicates how important the task is relative to other tasks. The status is a value that indicates whether the task is open, in progress, or complete. The assigned user is the person who is responsible for completing the task.
The "Task" action also provides several additional options for customizing your task record, such as specifying the related record, adding a description, and setting reminders.
Overall, the "Task" action is a useful tool in Salesforce Flow Builder for automating your task management process. By using the "Task" action in your flow, you can create new tasks automatically based on specific triggers or conditions, such as when a new lead is created or when a specific field is updated. This can help you to streamline your workflows and improve your overall productivity.
