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We have been trying to assign a task to our Sales Engineers (Lookup Field on opp), they are not the Opp owner. The Sales Engineers are assigned to Opps in their own field once it reaches a specific point in the deal. The S.E.'s would like to have a task sent to them each time they have been assigned a Opp. I already have email notifications going out to them and daily reports, but they want a task in addition.

I know tasks cannot be assigned if its not the User, Role, Owner, or Creator. I tried to use Process Builder to work around it but failed. I thought of also creating multiple WF rules for each Engineer to receive a task if it meets a specific criteria of their name to that field, but this would just be a band-aid fix.

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  • Are you using opportunity teams?
    – crmprogdev
    Commented Jul 16, 2015 at 14:11
  • No we are not using Opp teams
    – JazzyJ
    Commented Jul 16, 2015 at 14:13
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    That might be the solution to your problem. Use Opp Teams and add your Sales Engineers to the team. You shouldn't have any difficulties assigning them tasks once you do.
    – crmprogdev
    Commented Jul 16, 2015 at 14:16

2 Answers 2

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You should definitely be able to do this with process builder, I just tossed together a quick POC in my Dev org:

Process Criteria
Create Record
Test Result

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  • The SE isn't what changed. He's saying he doesn't have opp teams enabled and can't assign Tasks to SE's (as the owner of the Task) with a WhatID of OpportunityID. At least that's how I understand his question.
    – crmprogdev
    Commented Jul 16, 2015 at 15:28
  • @crmprogdev I read it as he is using a lookup field instead of Opp Team and wants to generate a task when the SE is assigned to an Opp using that lookup field. I didn't add the related to id field in my test but you can assign that using reference to the Opp Id as well.
    – Jenny B
    Commented Jul 16, 2015 at 15:34
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How are you setting/sending the email notification that is sent to the end user?

There's a very simple solution to this depending on the method used for sending the email - Let me know and I'll post the details.

Kev

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