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Brandon Boyd
How to auto assign open tasks to the user editing/closing them?
Our tasks are drawn from a common pool, I am trying to track the close rate for each user. To do that it seems I need to reassign the task to the user editing/closing it. Salesforce support indicates this is possible, but I have no idea where to get start. Anyone have any ideas how to go about this?
*We are in Salesforce classic if it matters.
*We are in Salesforce classic if it matters.
You can go through the process builder to solve this problem.
I hope it will help you.
Thanks.
Trying to do it through process builder alone stalls when I try to figure out how to assign a task to the user currently editing.
Again, any help you can provide would be appreciated. I am floundering here...
In Classic: Set up -> Activities -> Task Triggers -> New -> Copy Paste the Code.
Now, edit and save any of the task records by logging in as different user, you should see the magic then :)
Hope this helps!!