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Create a task from the 'EmailMessage' object with Process Builder

Date de publication: Apr 3, 2023
Description

You can create a process that fires when a record in the EmailMessage object has been created and generate a task for it as well.
However, because the email addresses or record IDs in the email are stored collectively as string fields and not as individual fields, it is not possible to relate it to the Contact, Lead, or User records that sent or received the emails.

Résolution

To create the process:

1. Go to Setup.
2. Enter Process Builder in the Quick Find box.
3. In Process Builder, click New.
4. Input Process Name and let API Name auto-populate.
5. Optionally, input Description.
6. Select “A record changes” for the process starts when.
7. Click Save.
8. Click Add Object.
9. On the Object field, type in “Email Message”
10. Click Save.
12. Click Add Criteria.
13. Input the necessary details i.e. Criteria Name, Criteria for Executing Actions, and Conditions.
14. After it is done, click Save.
15. Click Add Action under Immediate Actions.
16. Select Create a Record.
17. Input Action Name.
18. Type in “Task” for the Record Type.
19. Input the necessary field values.
20. After it is done, click Save.
21. Verify the details and then click Activate.

Numéro d’article de la base de connaissances

000383310

 
Chargement
Salesforce Help | Article