Salesforce Platform Flow: Create Task When Opportunity Checkbox Is Checked

Scenario: When a sales rep marks 'Legal Review Required' checkbox on an Opportunity, automatically create a Task for the Legal team

Use a Record Triggered Flow based on the Opportunity Object to create a Task.

The breakdown of the flow which we created is as follows:

1. Create a Field
2. Create a Flow
3. Create an Element, New Task action
4. Create an Element, Update Triggering Record option
5. Save and Activate the Flow
6. Result
_____________________________________________
Here are the guidelines for creating both a field and a Flow to automate the task creation process.

1. Create a Field
a. Go to Setup 
b. Navigate to the Opportunity object on the Object Manager
c. Under Fields & Relationships create a new field
d. Set the Data Type to be Checkbox and name the field accordingly
e. Set Default Value to Unchecked
f. Click Next, and select the Profiles to which you want to grant edit access to this field
g. Click Next again and select the page layouts that should include this field
h. Click Save



2. Create a Flow
a. In the Setup, Quick Find search Flows and select it
b. Click New Flow in the upper right corner
c. Choose Record-Triggered Flow then click Create
d. Set the Object to Opportunity
e. Set the Flow to Trigger the Flow When: A record is updated
f. Set the Entry Condition Requirements to All Conditions Are Met (AND)
g. Select the below entry conditions: 

h. Set the When to Run the Flow for Updated Records to Only when a record is updated to meet the condition requirements
i. Optimize the Flow for to Actions and Related Record

3. Create an Element, New Task action
a. Under the Start Element, click the + to add a new Elements
b. Search for New Task action
c. Give the action a meaningful Label and Description 


d. Set the Assigned To ID to {!$Record.OwnerId}
e. Set the Due Date Only to {!$Flow.CurrentDate}
f. Set the Name ID to {!$Record.ContactId}
g. Set the Related Record ID to {!$Record.Id}
h Set the Subject to anything desired for the task
i. Click Done

4. Create an Element, Update Triggering Record option
a. Under the Start Element, click the + to add a new Elements
b. Select the Update Triggering Record option 
c. Set the Label to Un-Check Box on Opp and give the Element a meaningful Description
d. Set the Field to update as below: 




5. Save and Activate the Flow
a. Click Save at the top of the screen, Give the flow a meaningful Name and Description
b. Click Debug and test the flow as needed
c. Once tested you can Activate the flow.

6. Result
Completed Flow showing two Elements connected to a start element with an end element at the bottom

See Also:
Task
Flow Core Action: Global or Object-Specific Action
Flow Builder Tour
Build a Flow
Record-Triggered Flow Superbadge Unit