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Stage Management
Run Tasks On Demand in Stage Management

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Run Tasks On Demand in Stage Management

Select eligible tasks for a record’s current stage, log a reason and comments, and run the tasks immediately. Use this path when a planned stage transition doesn’t cover a regulatory deadline, customer request, or error correction.

Required Editions

Available in: Lightning Experience
Available in: Financial Services Cloud. View edition availability.
User Permissions Needed
To run on-demand tasks: Stage Management On-Demand Step User

A Salesforce admin must mark at least one ßstep definition as eligible for on-demand execution and define the reasons that users can choose from. See Add an On-Demand Step Definition.

While most business processes are planned, run a task immediately to handle scenarios that fall outside the planned process. With on-demand task execution in Stage Management, select one or more eligible tasks for the record’s current stage, log a reason and comments, and run the tasks.

  1. Open the record that’s in the stage where the on-demand tasks are eligible.
    The record page must include the Record Stage Overview component. See View Record Stage Progress with Stage Management.
  2. In the Record Stage Overview component, select one or more eligible tasks.
  3. Select a reason, such as Regulatory Requirement, Customer Request, or Error Correction.
  4. Enter comments that explain why you’re running the tasks now, if needed.
  5. Click Run.
    The selected tasks run immediately for the record’s current stage. The reason and comments are logged with the execution.
 
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Salesforce Help | Article