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Task-based workflow not triggered on tasks created from Email to Salesforce

Fecha de publicación: Nov 11, 2022
Descripción
Note: Information in this article applies to both Classic and Lightning Experience


When a Task is created using the Email to Salesforce feature (or the Salesforce for Outlook "Add Email" functionality), Task based Workflow Rules are not evaluated.
Solución
This is expected behavior. To work around this there are two options:
  1. The first option would be to implement an Apex Trigger on Tasks.
  2. If the user is using Salesforce for Outlook the Side Panel add email feature will allow the workflows to trigger.

Please promote the existing Feature Request to have Workflow Rules Trigger on Tasks created by Email to Salesforce
Número del artículo de conocimiento

000382777

 
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Salesforce Help | Article