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Ishan Singh 4
I want a task to populate once a field on lead is marked true and when I mark the task as complete a followup task comes with same name until a check box is marked true on lead object
I have already tried process builder it's not working.
Can you please suggest a code for this.
Thank you
Greetings!
This can be achieved by the autolauched flow using the Process builder.You can check the criteria on the process builder and create the task record from Flow using Record Create Component easily.
Also,please try the sample code which has given in the below document:
https://salesforce.stackexchange.com/questions/63763/apex-trigger-to-create-task-from-lead
PS:you can add your own logic to insert the task.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Warm Regards,
Shirisha Pathuri