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Karen Brown 39
Flow to delete Open Tasks when opportunity is stage = Archived
Hi, we have a number of tasks that are automatically added to opportunities using Process Builder and Flow to pass different assigned too and due dates etc. What I need to do is if an opportunity is marked as Stage = "Archived" i need a flow to check if there are any open tasks on the opportunity and then delete them,
We need to delete rather than close as these tasks are asociated to steps in the closing process and if the opportunity is archived the closing process stops so I dont want these tasks to show up for my users.
How do i use a flow to check and list all tasks that are open and then conduct a delete action?
We need to delete rather than close as these tasks are asociated to steps in the closing process and if the opportunity is archived the closing process stops so I dont want these tasks to show up for my users.
How do i use a flow to check and list all tasks that are open and then conduct a delete action?
https://success.salesforce.com/answers?id=90630000000CzoqAAC
https://automationchampion.com/tag/fast-delete/
All Answers
https://help.salesforce.com/articleView?id=vpm_records_delete.htm&type=5
https://success.salesforce.com/answers?id=90630000000CzoqAAC
https://automationchampion.com/tag/fast-delete/