Salesforce: Automate Next Steps: CAS Come and See Video
Join Malik as he shows you how to automate your next steps viewed on your opportunities. Using this flow that he shows you is a great way to make sure you keep a history of the values that were in this next step field by creating them into tasks. And also, it makes sure that you’re able to show the most current step that should be taken for an opportunity.
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VIDEO TRANSCRIPT:
Malik Satia
Hey everybody is Malik again with client adoption solutions. And today we’re going to show you how to automate your next steps viewed on your opportunities. Using this flow that I’m about to show you is a great way to make sure you keep a history of the values that were in this next step field by creating them into tasks. And also, it makes sure that you’re able to show the most current step that should be taken for an opportunity. Now, the way that you want to set up this flow is to first create a record triggered flow. So you’re going to do a record trigger flow on the opportunity, and it will trigger when an opportunity record is updated. And you want to set the entry criteria to be whenever the next step field is changed. And once you set that up, you’re going to go to add a decision element to the flow. Now we’re going to right here we’re checking if the next step field was no before the record was edited. So to do that, you want to use the record prior field. And that will be so you’re not going to choose this one, you’re going to choose the one that says Record prior opportunity. And then you’ll type in next steps. And you select the IS NOT operator, and you’ll put true here in the value. So that way, the flow is checking if the next step field was empty, beforehand, before the flow was triggered. I mean, before the record was updated, and if it was then the flow won’t create a task, because they’ll just otherwise they’ll just be creating a task for an empty field. And it’ll be a blank tasks with nothing to add. So once you do that, you’re going to want to add a Simon element. So here, you’re going to set the description of the task to equal the record prior next step like we had in the decision element. So this makes sure this makes sure that the information that you had in the next step field before it was edited, gets put into the tasks that you’re creating for. For the subject, you want to create a formula for the subject of the task, and you’re going to use the left function. And you’re also going to put the record prior next step value in this section, and you’re going to put 12, you can put any number of characters you want, I just put 12, you could put five, or, you know, whatever you want, that’s just me just counting the amount of characters from the left of the text that’s in the field, and is going to input that as the subject for the task. And then I added these three ellipses at the end, I added these ellipses at the end, just because we don’t know if the text in the next step field is going to be you know, ended a complete sentence or not. So that way, just this, these ellipses showed that the Texas is going to be continuing, which will be you know, in full, the full text would be in the description on the task. So after you set that up, you’re gonna want to assign the task to the last person that modified it. And then the status you can set it to complete to complete it. This the assumption that you’re updating the task, you’re updating the next step deal because that step that you’re removing from that you’re deleting from the next step field was already completed. And you’re going to set the priority to normal or whichever one fits your your need. The relate ID, you’re going to set to the ideal the opportunity that triggered the flow. And then you’re also to assign all this evil Want to create a record triggered variable for a mean record trigger variable, you’re going to want a record variable on the task object. And using that you will be able to assign all of these for the task. So when you create the record trigger for variable, when you create the record variable, you would select it there and select the field that you want to assign there. Once that’s done, you’re going to add a create records element. And you’re going to add the record variable to the Create Element to create the record, based off of the assignments that we the field assignments that we assigned in the previous element. And once all that’s done, you’re going to save it and activate it. And we’ll go to this opportunity. So we have this we have this next step field, it says one step forward, we’re just gonna replace it with some gibberish, and it will click Save. So that’s our new next steps that we have to take on this opportunity. And if we go to the activities, we see, it’s created a task for us called next step four. And if we look in the comments, which is just another word for description, it has replaced it with the complete text of the next steps. If we do this again, for this next steps, and we change it to
two and then we save, we check our activities again. There we go, we see that it’s created a task for the previous value of the next STEM field right here. And if there’s anything else that needs to be added, you can also just add those as well. If you have any contacts that are specific, that specifically shouldn’t be related to the task. You can assign that also. Thank you guys for tuning into our channel. We are cloud offering solutions, feel free to reach out to us for any of your Salesforce needs.
