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ServionServion 

How to show a 'Task Page' after a new contact created in salesforce?

Hi Guys,

We have a requirement that is we need to show "Create new Task" page, after a new contact been created. Do we have to write a trigger for this or need to do something else to popup the Task page. Any suggestion would be appreciated.

b-Forceb-Force

There is no any standard configuration way to "Open task page"  after creation of contact.

 

You are having following option in order to create a task record once create contact record.

 

you can create a trigger , in that create a task record related to that contact-------- Recommanded 

 

you can add javascript code in sidebar component to create a task record once contact page loaded after saving contact record.

this is little bit complicated way to track when contact record is created. It is not possible to capture that contact create event in javascript.

 

 

 

Thanks,

Bala

 

ServionServion

Hi Bala,

Thanks for your response. Well, from your explanation I could understand we need to create a trigger, inside that we have to create a Task object and assign necessary value for that object then save the trigger. So after done this when ever a new contact created a Task also will be created on database. is that correct?

 

Thanks,

Venkatesh

b-Forceb-Force

Yes ,  you are  on correct path.

 

Thanks,

bForce