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Bobby Stemper Weekly Recurring Task for New Opportunities
Each opportunity requires weekly actions from our account management team.
How do I create the following recurring task: [note - can you even create tasks around a certain opportunity?]
Creation Trigger: Task created when Opportunity created
Assigned to: Opportunity Owner
Due Date: 1 week after opened
Recurrence Interval: Each week (Each Saturday)
Lifespan: until Opportunity is closed
Description: each opportunity has a weekly task that the owner must complete.
Can I just check that I have understood your requirement...
It's easy enough to create task 1 using a Scheduled Action in Process Builder.
However there must be a create or edit action on a record in order for a process to kick off. Keep an eye on the progress of this idea: https://success.salesforce.com/ideaView?id=08730000000DfAvAAK
It's also possible to create recurring tasks: https://help.salesforce.com/apex/HTViewHelpDoc?id=tasks_repeating.htm&language=en_US
You may find limitations with recurring Tasks that may require scheduled Apex code to create the recurring tasks: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_scheduler.htm
Although not Schedulable or Bulkified this Apex code may form the basis of what you need for the repeating tasks:
global class OpportunityTaskScheduler {
public static void processOpportunities() {
List<Opportunity> opportunityList = [Select Id, OwnerId from Opportunity where IsClosed = FALSE and CreatedDate > LAST_N_DAYS:7 LIMIT 100];
List<Task> taskList = new List<Task>();
for (Opportunity currentOpportunity : opportunityList){
taskList.add(new Task(whatId=currentOpportunity.Id, ownerid=currentOpportunity.OwnerId, Status='Active', Subject='Recurring Task', ActivityDate=system.today()));
}
if (taskList.size()>0) insert taskList;
}
}
Keith