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Amy VenutoAmy Venuto 

Process Builder and Custom User Lookup Fields

Hi,

I have attempted to have process builder direct tasks to user based on a custom lookup field I have built, but have bee unsuccessful so far. Does anyone know how to accomplish this? Thank you!

-Amy
Rakesh51Rakesh51
Can you explain your requimrent in detail ? Meanwhile don't forget to check awesome Process Builder blog https://jenwlee.wordpress.com
Amy VenutoAmy Venuto
Hi,

Yes I am happy to provide more detail.  Essentially, I have a series of fields on the account and contact records that identify which Salesforce system users work on an account (the standard out-of-the-box Salesforce account teams do not meet my organizations needs). In designing processes using process builder,  I would like the system to be able to read information from the custom user lookup fields i have build and assing tasks to that user accordingly. Do you have any insight as to how this might be possible? I have tried a variety of methods and have not yet been successful. Please let me know if you need additional information or clarification, and thanks for your help!

-Amy
Rakesh51Rakesh51
Amy,

You have to use Flow and Process Buider both. Use Process Builder to invoke the Flow and inside the Flow you have to perform your logic based upon your business use case.

I would like to do follow up with you on this, can you please post few sceenshots and detail explaination.
Amy VenutoAmy Venuto
User-added image
Above is a sample screenshot of the custom user lookup fields I have built. I would ideally like the process builder to be able to direct a task to whichever user name is listed in one of those fields. I would also like the launch of subsequent tasks to be dependent on the completion of the previous task, which will need to be driven by the status selected from the picklist. Do you think this is possible? Thank you for your help!
Rakesh51Rakesh51
Yes, I'm 100% sure it is possible to achive it using Process Builder and Flow.
Amy VenutoAmy Venuto
That’s great to hear! Is it possible for you to provide me an example of the steps needed to configure a process of this type? [cid:image002.jpg@01D1C23D.9810B380] Amy E. Venuto Operations Coordinator 30 South 17th Street Philadelphia, PA 19103-4196 P: +1 215 979 1674 F: +1 215 827 5569 C: +1 215 219 6611 AVenuto@wescott.com www.wescott.com vCard [cid:image003.jpg@01D1C23D.9810B380] Barron’s Top 100 Independent Financial Advisory Firm in the US & #1 in Pennsylvania | [cid:image004.jpg@01D1C23D.9810B380] Forbes Top 100 Wealth Management Firms | [cid:image005.jpg@01D1C23D.9810B380] CNBC Top 100 Wealth Management Firm | [cid:image006.jpg@01D1C23D.9810B380] Financial Advisor Top 5 Investment Research Team | [cid:image007.png@01D1C23D.9810B380] Financial Times Top 300 RIA Firm | [cid:image008.jpg@01D1C23D.9810B380] [cid:image009.jpg@01D1C23D.9810B380] Philadelphia & South Florida Business Journals Best Places to Work Winner | [cid:image010.png@01D1C23D.9810B380] [cid:image011.png@01D1C23D.9810B380] [cid:image012.png@01D1C23D.9810B380]
Rakesh51Rakesh51
Can you post screenshot of what you have developed so far ?
Amy VenutoAmy Venuto
User-added imageUser-added image
I have attached two screenshots of where I am in the process so far.  I'm not entirely sure if I have set up the task to read in the information correctly, but since it hasn not successfully launched a task I assume there is an error in what I am requesting the system to do. I would also like the completion of this first task to trigger a series of other tasks dependent on the completion of previous tasks, but am not quite sure how to accomplish that. Please let me know if you need additional details. Thanks!
Rakesh51Rakesh51
on what action do you wnt to assign task to a user ? I mean Account or contact update etc ?
Amy VenutoAmy Venuto
My intention was for a task meeting the criteria specified in the "New Client Conflict Check" phase to initiate the process. 
Rakesh51Rakesh51
Hwo about to setup a quick meeting ?
Amy VenutoAmy Venuto
Hi Amit, That would be great. Please let me know some dates and times that would work for you. Thanks! -Amy [cid:image002.jpg@01D1C551.E5E8FF10] Amy E. Venuto Operations Coordinator 30 South 17th Street Philadelphia, PA 19103-4196 P: +1 215 979 1674 F: +1 215 827 5569 C: +1 215 219 6611 AVenuto@wescott.com www.wescott.com vCard [cid:image003.jpg@01D1C551.E5E8FF10] Barron’s Top 100 Independent Financial Advisory Firm in the US & #1 in Pennsylvania | [cid:image004.jpg@01D1C551.E5E8FF10] Forbes Top 100 Wealth Management Firms | [cid:image005.jpg@01D1C551.E5E8FF10] CNBC Top 100 Wealth Management Firm | [cid:image006.jpg@01D1C551.E5E8FF10] Financial Advisor Top 5 Investment Research Team | [cid:image007.png@01D1C551.E5E8FF10] Financial Times Top 300 RIA Firm | [cid:image008.jpg@01D1C551.E5E8FF10] [cid:image009.jpg@01D1C551.E5E8FF10] Philadelphia & South Florida Business Journals Best Places to Work Winner | [cid:image010.png@01D1C551.E5E8FF10] [cid:image011.png@01D1C551.E5E8FF10] [cid:image012.png@01D1C551.E5E8FF10]
Amy VenutoAmy Venuto
Hi Rakesh,

Are you available at all this afternoon for a conversation or possibly tomorrow? Thanks!

-Amy
Rakesh51Rakesh51
i am avaliable now 
Amy VenutoAmy Venuto
Hi Rakesh,

I'm typically only in the office during 9-5 east coast time, could we set something up between those hours? Thanks!
-Amy
Amy VenutoAmy Venuto
Hi Rakesh,

Are you available at 2pm EST tomorrow? Thanks!
-Amy
Rakesh51Rakesh51
Ok..
Amy VenutoAmy Venuto
Great, I a m reachabel at 215-979-1674. Thanks!
Amy VenutoAmy Venuto
Hi, DO you have time to connect this week? I would really like to work through this issue. [cid:image002.jpg@01D1CC65.AD187740] Amy E. Venuto Operations Coordinator 30 South 17th Street Philadelphia, PA 19103-4196 P: +1 215 979 1674 F: +1 215 827 5569 C: +1 215 219 6611 AVenuto@wescott.com www.wescott.com vCard [cid:image003.jpg@01D1CC65.AD187740] Barron’s Top 100 Independent Financial Advisory Firm in the US & #1 in Pennsylvania | [cid:image004.jpg@01D1CC65.AD187740] Forbes Top 100 Wealth Management Firms | [cid:image005.jpg@01D1CC65.AD187740] CNBC Top 100 Wealth Management Firm | [cid:image006.jpg@01D1CC65.AD187740] Financial Advisor Top 5 Investment Research Team | [cid:image007.png@01D1CC65.AD187740] Financial Times Top 300 RIA Firm | [cid:image008.jpg@01D1CC65.AD187740] [cid:image009.jpg@01D1CC65.AD187740] Philadelphia & South Florida Business Journals Best Places to Work Winner | [cid:image010.png@01D1CC65.AD187740] [cid:image011.png@01D1CC65.AD187740] [cid:image012.png@01D1CC65.AD187740]