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Koti P 6 Build criteria and actions to replace your workflow rules
Hi All,
iam new to Salesforce and trying to complete the Trail haed challenge for "Build criteria and actions to replace your workflow rules"
and not able to see the creation of 'task' for the below highligted part in the AddAction.
Criteria 1:
Name: Closed Won and Banking
Conditions: Checks whether the opportunity's Stage is Closed Won AND whether the associated account's Industry is Banking
Associated action: Creates a task for the account owner to follow up on the account. For the due date, use this formula: TODAY() + 7. You can delete the Priority and Status fields.
Can someone help me what option i choose
iam new to Salesforce and trying to complete the Trail haed challenge for "Build criteria and actions to replace your workflow rules"
and not able to see the creation of 'task' for the below highligted part in the AddAction.
Criteria 1:
Name: Closed Won and Banking
Conditions: Checks whether the opportunity's Stage is Closed Won AND whether the associated account's Industry is Banking
Associated action: Creates a task for the account owner to follow up on the account. For the due date, use this formula: TODAY() + 7. You can delete the Priority and Status fields.
Can someone help me what option i choose
https://salesforce.stackexchange.com/questions/187216/trailhead-build-criteria-and-actions-to-replace-your-workflow-rules
+Raj
You can refer to this youtube tutorial that will help you to explain step by step for passing the challenge.
https://www.youtube.com/watch?v=AWyQrQBUozs
Kindly mark it best answers if it helps.
Thank you,
Ajay Dubedi
https://mobdro.io/