Create a follow-up task after a document merge (or any other Salesforce record) has been completed using the Salesforce Flow. Here’s how.
Step 1: Navigate to Salesforce Flow, from Setup (gear icon), in Search, type “Process Automation” to locate and select Flows.
Step 2: Click New Flow and select “Record-Triggered Flow” from the available options.
Step 3: From the Configure Start pop-up, type in the Primary Object under Select Object and trigger the flow when a record is created under Configure Trigger.
Make sure the primary object you select is the same as the primary object being used on the form you are creating the flow for.
Step 4: Set up any conditions (optional) and click Done to capture the configurations.
While setting up conditional requirements is optional, it is helpful when a record is updated for an optimal experience in Salesforce Flows.
Step 5: Add an action:
- Select the Element (+ sign) and choose Action.
- Search for Create New Task and select the option.
Step 6: Fill out the action. From the New Action Screen, type in the Label to fit your naming convention and the API Name will auto-populate.
Step 7: Set your input values including the Related Record ID to match it to the Salesforce Record ID field on the Formstack Document object.
Step 8: Once filled out, select Done to capture the actions.
Step 9: Lastly, save and activate the Salesforce Flow. Click Save, include the Flow Label like “Account Follow-up,” and select Save again. After, select Activate to turn on the Salesforce Flow.