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Erin Lester 4 How do I automate follow up tasks based on whether an event is scheduled or not?
Every month the admin is my office has to reach out to a certain segment of our clients to schedule meetings with them. Right now I have a Process builder process that generates those tasks for her at the beginning of the month for the clients who meet certain criteria and when she completes one of those tasks, a Workflow put in 5 different follow up tasks. The problem is that if the client schedules right away, she has to manually delete those follow up tasks. I keep thinking there has to be a better way to do this.
I've tried Process Builder, but I can't figure out how to get it to look at a client record to see if there's beeen a meeting (event) recently or one upcoming. Essentially I need a process that will look for all clients with June meetings (field on the client record), for example, and evaluate if there's a meeting already on the calendar connected to that client. If not, then 7 days after the initial contact, generate a reminder task for the admin to follow. Then repete this process at 14, 21, 30 days, etc.
Anyone have any thoughts on how we might be able to accomplish this?
Thanks!
I've tried Process Builder, but I can't figure out how to get it to look at a client record to see if there's beeen a meeting (event) recently or one upcoming. Essentially I need a process that will look for all clients with June meetings (field on the client record), for example, and evaluate if there's a meeting already on the calendar connected to that client. If not, then 7 days after the initial contact, generate a reminder task for the admin to follow. Then repete this process at 14, 21, 30 days, etc.
Anyone have any thoughts on how we might be able to accomplish this?
Thanks!
Greetings!
Please refer this post (https://success.salesforce.com/answers?id=9063A0000019a88QAA) which might help you in your requirement.
Kindly let me know if it helps you and close your query by marking it as best answer so that it can help others in the future.
Warm Regards,
Shirisha Pathuri