Create Contact(s) & Task(s) for specific Accounts using Auto launched Flow #inSalesforce

Create Contact(s) & Task(s) for specific Accounts using Auto launched Flow #inSalesforce


Suppose create a auto launched flow


1.Get Records Element: getAccount

object - Account

criteria - Annual Revenue > 10000

all records, 


2.Decision Element - for Null Check

criteria as getAccount isnull False


3.Loop Element: loopThrough1

getAccount - collection variable


4.Assignment

Create new variable > contactVar , type - record,

Assign > contactVar.AccountId equals loopThrough.AccountId and set lastname equals loopThrough1.Name+' Contact'

Create new variable > collectorVarContact , datatype - record , Allow multiple values , object - Contact

Assign > collectorVarContact Add loopThrough1


5.Create Element

Create Contact, create multiple, collectorVarContact


6.Loop Element: loopThrough2

collection variable - collectorVarContact 


7.Assignment

variable varTask, record, Task

varTask.AssignedId equals User.id

varTask.Status equals 'Not Started'

varTask.Subject equals 'Sample Task Created'

varTask.Priority equals 'Low'

varTask.WhoId equals loopThrough2currentItem.Id

Assign - collectorVarTask ADD varTask


8. Create Record-

Create Task, multiple , collection - collectorVarTask


9. Send Email to currentuser when no such Accounts found


10. Connect all Elements, Debug and Activate flow
























If you are running you may crosscheck like:
SELECT Id,Subject,Status, Priority,Who.Name,Account.Name from Task where CreatedDate = TODAY

Visual: https://www.youtube.com/watch?v=kRUU3OmwG5s


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