Salesforce provides a variety of standard component quick actions that can be used in Lightning Experience.

We have a standard activity to create tasks.

However, we may build a task that relates to a single contact and account by using a standard action.

But if we are looking to create a task for all contacts in that account. Then we need to think about custom development but do not worry, this is also doable with easy automation.

In this blog today, we will demonstrate how we can create a task for contacts associated with a community account using flow. So, let’s get started!

Steps to follow for creating tasks on all contacts related to an account

To create a task for all contacts related to an account in Salesforce Community, you can follow these steps:

Step 1: Go to Setup and enter “Flow” in the quick find box. Select “Flows” under Process Automation.

Step 2: Click on “New Flow” to create a new flow.

Step 3: Choose the “Screen Flow” option.

Step 4: List

Step 5: Create a Text variable, Set the API name of the variable as “recordId”.

Step 6: Create a record variable to access all the contacts related to the account.

Step 7: Create the screen component to display related contacts, to a user can select or deselect the contacts

  • To display the contacts we are using a data table component.

Step 8: Create the second screen component to enter the Task value

  • Create Text input to enter the subject
  • Create Date input to the due date.
  • Create a Picklist to select status and priority.

Step 9: Iterate the loop over selected contacts to create the task for all selected contacts.

Step 10: Assign all input values to the Task variable

Step 11: Use the element to create the record, Flow output should be as below

Step 12: Create a new action button in the Account object to create the task.

List

Step 13: Add the action button to the Salesforce Community page where you want the task creation functionality to be available.

Step 14: Test the flow by creating a test record and verifying that the task is created for all the contacts related to the account.

  • Click on Task
  • Select the contact for whom the task is to be created.
  • On the next Screen Enter the details for the Task.
  • The task will create for all selected contacts.
  • List

Conclusion

By following these steps, you can achieve the requirement of creating a task for all contacts available in an account without the need for custom development. Feel free to try out the solution in your org and share your suggestion with us. Catch you on the next one!

Related Articles

In this detailed guide, we will walk you through the significant yet easy steps to configure Email to Salesforce. Without any further ado, let’s get started! About Email to Salesforce As the term refers, Email to Salesforce is valuable for any organization that businesses use as their Customer Relationship Management (CRM) platform. It helps streamline […]

Read More
Guide on CRUD Operations in Node.js with jsForce

CRM developers typically need to integrate Salesforce with Node.js apps. One well-known library for this purpose is jsForce, which provides a comprehensive set of tools for interacting with Salesforce data and performing CRUD tasks effectively. Let’s dive into the blog, where you will understand the use of jsForce to execute key CRUD tasks within Salesforce, […]

Read More
How to Implement Round Robin Assignments in Salesforce Using Apex

Ensuring a proper workload balance and quick follow-ups from internal or external team members, leads, opportunities, or task distributions is crucial. To achieve this, all you need is a Round Robin assignment. In this step-by-step guide, we will walk you through the process of implementing a round-robin assignment in Salesforce using Apex. Here, we’ve used […]

Read More
Best Salesforce Developments Services Provider

In this step-by-step guide, we will walk you through the significant role of Large Data Volumes in Salesforce, and what strategies or practices you should keep in mind. What is Large Data Volumes? In Salesforce, Large Data Volumes (LDV) refers to managing a huge amount of records available in the platform. LDV usually comes into […]

Read More

Salesforce Apex includes numerous built-in text handling classes, and in addition to them, the Pattern and Matcher classes are good for performing complex string operations. These classes enable us to define and work with regular expressions, which are of particular importance for data validation, searching, and modification. In this technical blog, we will find out […]

Read More

Maintaining security and compliance in Salesforce requires effective user access management. This article will lead you through the process of creating expiration dates for Permission Sets and Permission Set Groups, allowing you to automate access removal while minimizing manual work. Know how this functionality simplifies workflows, guarantees compliance, and improves security procedures. Why Use Expiration […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818