Flow – Create Task With Reminder


technology flows

In this post I describe how I created a Salesforce Visual Workflow to create a new Task object which can optionally specify the date and time of the reminder value.

The Scenario

Let me start by putting this in context.  It’s a common customisation is to add a couple of extra fields to the page for the Opportunity to capture the next step and next step date.  This makes it easy for the sales person to manage the progression of the deal, and for anyone to see at a glance where the opportunity is right now.

Of course, Salesforce already has a feature set to help manage to do lists and meetings, which it stores as Tasks and Events.  Tasks can be used as reminders for things which need to be done in the future, and they come with all the functionality needed to pop-up reminders and sync with things…

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