Skip to main content
Attempted to format the question to have it make more sense.
Source Link
Derek F
  • 64.1k
  • 15
  • 55
  • 104

Hi Everyone Iam new to Salesforce I am facing some issue when I change stage value in opportunity to Qualification Some task should be created but after Some time Again I made changes the stage values like Qualification to prospecting and again prospecting to Qualification there is a repetition of Task again which I don't want to create how can I do that in Process builder. I want to create a task only one time for one stage value even I do changes repeatedly. And I set the value of repeat the task to Task closed Can any one guide me to resolve the issue Hi everyone I am new to Salesforce

I am facing some issue. When I change stage value in opportunity to Qualification, some task should be created but after some time again I made changes the stage values like Qualification to prospecting and again prospecting to Qualification there is a repetition of Task again which I don't want to create.

How can I do that in Process Builder? I want to create a task only one time for one stage value even I do changes repeatedly. And I set the value of repeat the task to Task closed.

Note: I have to do this in process builder only

Hi Everyone Iam new to Salesforce I am facing some issue when I change stage value in opportunity to Qualification Some task should be created but after Some time Again I made changes the stage values like Qualification to prospecting and again prospecting to Qualification there is a repetition of Task again which I don't want to create how can I do that in Process builder. I want to create a task only one time for one stage value even I do changes repeatedly. And I set the value of repeat the task to Task closed Can any one guide me to resolve the issue

Note: I have to do this in process builder only

Hi everyone I am new to Salesforce

I am facing some issue. When I change stage value in opportunity to Qualification, some task should be created but after some time again I made changes the stage values like Qualification to prospecting and again prospecting to Qualification there is a repetition of Task again which I don't want to create.

How can I do that in Process Builder? I want to create a task only one time for one stage value even I do changes repeatedly. And I set the value of repeat the task to Task closed.

Note: I have to do this in process builder only

Source Link
Raj
  • 5
  • 3

Recurrence of Task in Opportunity object

Hi Everyone Iam new to Salesforce I am facing some issue when I change stage value in opportunity to Qualification Some task should be created but after Some time Again I made changes the stage values like Qualification to prospecting and again prospecting to Qualification there is a repetition of Task again which I don't want to create how can I do that in Process builder. I want to create a task only one time for one stage value even I do changes repeatedly. And I set the value of repeat the task to Task closed Can any one guide me to resolve the issue

Note: I have to do this in process builder only