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Jord
Jord
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I'm working in process builder and am running into an issue.

My criteria is only on create, not on create & edit:

  1. Choose the Contact Object
  2. Criteria is met (Field A = true, Field B = today)
  3. Create a task record with standard task values filled in

I am trying to make it so that only 1 task is created per user in Salesforce. With my current process builder, multiple tasks are being created. Is there any way to block multiple tasks from being created in process builder?

I'm working in process builder and am running into an issue.

My criteria is:

  1. Choose the Contact Object
  2. Criteria is met (Field A = true, Field B = today)
  3. Create a task record with standard task values filled in

I am trying to make it so that only 1 task is created per user in Salesforce. With my current process builder, multiple tasks are being created. Is there any way to block multiple tasks from being created in process builder?

I'm working in process builder and am running into an issue.

My criteria is only on create, not on create & edit:

  1. Choose the Contact Object
  2. Criteria is met (Field A = true, Field B = today)
  3. Create a task record with standard task values filled in

I am trying to make it so that only 1 task is created per user in Salesforce. With my current process builder, multiple tasks are being created. Is there any way to block multiple tasks from being created in process builder?

Source Link
Jord
Jord
  • 29
  • 1
  • 7

Unique Records in Process Builder

I'm working in process builder and am running into an issue.

My criteria is:

  1. Choose the Contact Object
  2. Criteria is met (Field A = true, Field B = today)
  3. Create a task record with standard task values filled in

I am trying to make it so that only 1 task is created per user in Salesforce. With my current process builder, multiple tasks are being created. Is there any way to block multiple tasks from being created in process builder?