How to Use a Record-Triggered Salesforce Flow to Update a Related Record When a Task is Created

Prerequisites
First, you must create a custom "Date" field on the Account object where the date from the Task will be stored.

• Object: Account
• Data Type: Date
• Field Label (Example): Task Last Modified Date
• API Name (Example): TaskLastModifiedDate__c

If you need assistance with creating a custom field, please refer to the Salesforce Help article below.

Create a Custom Field

Sample Flow Configuration Steps

1.In the [Automation] application, select [Flows] tab. (Switch applications from the [App Launcher] in the top left corner of the screen.)

2.Click [New], then in the [New Automation] window, click "View All >" under [Triggered], and select [Record-Triggered Flow].

3.In [Configure Start], set the following and click [Done]:

• • Object: Task
  • Configure Trigger: A record is created or updated
  • Condition Requirements: All Conditions Are Met (AND)
    • Field: WhatId (Related To ID)
    • Operator: Starts With
    • Value: 001 (This filters for Tasks related to Account records, as '001' is the Account ID prefix)
  • When to Run the Flow for Updated Records: Every time a record is updated and meets the condition requirements
  • Optimize the Flow for: Actions and Related Records

4.Click the + icon below the Start element and add an [Update Records] element.

5.Configure the Update Records element as follows:

• • Label: Update Account with Task Date
  • API Name: Update_Account_with_Task_Date
  • How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set fields individually
  • Object: Account
  • Condition Requirements to Update Record:
    • Field: Id
    • Operator: Equals
    • Value: {!$Record.WhatId}
  • Set Field Values for the Account Records:
    • Field: TaskLastModifiedDate__c (the custom field you created)
    • Value: {!$Record.LastModifiedDate}