Using Flows Create task on Opportunity

using flows create a task on opportunity if task exist then update and otherwise create.
Using Screen Flows

April 22, 2022
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Priya (Salesforce Developers)

Hello,

So here are the steps;

1. Go to Setup > Flows > New Flow > Record-triggered Flow > Auto Layout

2. Select the Object as Opportunity and Trigger as "A record is updated". Set the Condition as RFI_Responses_are_Due__c is Changed TRUE and leave the other options as default.

3. Use the + to add a new Get Records Component to fetch the related Task Record. I would suggest setting it up like this (based on the new checkbox field).

4. Use the + to add a Update Record element that is configured like this.
5. Once you are Done press the Save button, give your Flow a label press Save and then press Activate.

Kindly mark it as best answer if it works for you.

Regards,

Priya Ranjan

April 22, 2022
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