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

Julkaisupäivä: Nov 11, 2022
Kuvaus
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.
Ratkaisu
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
Knowledge-artikkelin numero

000382777

 
Ladataan
Salesforce Help | Article