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I have a custom object called Invoice with the ability to have tasks/events assigned to it. One of the required fields on the custom object is an Account look-up. When a new Invoice record is created, I want a task automatically created and assigned to Account.AccountTeamMember.Name where Account.AccountTeamMember.Role = 'Project Manager'.

I would like to do this in workflow if at all possible, but should have no problem coding it in APEX if required; I have prior Java coding experience. As you are undoubtedly aware, SF suggests that the platform tools be used before resulting to APEX. The issues I've experienced thus far are:

  1. Can't create a workflow rule to run on creation of a new object with no filter criteria. As a workaround I simply set this to match * for a required field.
  2. I cannot specify API names in the Subject field when setting the task name. Am I to assume that that dot notation cannot be used?
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Best option without resorting to APEX is to use Visual Workflow. Please see the following resources:

https://developer.salesforce.com/page/Visual_Workflow

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wYVIEA2

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It appears code is your only option at this point, there is an Idea out on the IdeaExchange. Another option would be to use an email notification in you want to stay with standard functionality.
Possible workaround: I haven't tried this but can you create a second workflow rule on the task object and if the subject = (whatever you default it to) set it with a formula result?

  • I need to track the tasks in a report, so a simple e-mail won't work. – toolshed Sep 26 '14 at 21:25
  • Updated with a possible workaround. – Jenny B Sep 26 '14 at 21:34

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