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Mark Hansen How to trigger on Task overdue?
I'd like to create a Trigger that fires when a Task becomes overdue (i.e., the Due Date is in the past). Unfortunately, there is now update to the Task record when this happens, so I cannot see how to get a trigger to fire for these overdue tasks.
Is there any way to create a Platform Event or cause some kind of update on a Task when it becomes overdue? I don't want to use batch processing, because that is too CPU intensive (running through all the Task objects) to find the ones that are overdue.
Is there any way to create a Platform Event or cause some kind of update on a Task when it becomes overdue? I don't want to use batch processing, because that is too CPU intensive (running through all the Task objects) to find the ones that are overdue.
You can create a Time Based Workflow with criteria TaskDueDate - 2 -hours or Days and Status != Completed. In the action send an email alert using the Email template.
Here are the steps for the same
https://help.salesforce.com/articleView?id=000340084&type=1&mode=1 (https://help.salesforce.com/articleView?id=000340084&type=1&mode=1 (https://help.salesforce.com/articleView?id=000340084&type=1&mode=1))
Also,Kindly refer this link which is similar ask :-
https://developer.salesforce.com/forums/?id=906F00000008w5pIAA
Kindly mark it as the best answer if it works for you.
Thanks & Regards,
Priya Ranjan