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Arif Muzafar
Auto deletion of tasks
Hi i have a question. We would like to auto delete all incomplete task in a given opportunity when 2 criteria are met. First is when there is a discharge date and second is when there is a discharge reason.
The 2 crterias that we would like to be met are shown below;
The 2 crterias that we would like to be met are shown below;
If this solves your question mark this as solved.
I'm fairly new to Salesforce. Which is the best method used? Also i tried the process builder but i got stuck in the immediate actions as i am unable to determine which action type to select.