CREATE TASK WHEN LEAD IS CREATED OR UPDATED USING FLOW IN SALESFORCE

 (BEFORE WE CREATE FLOW, WE HAVE TO CREATE TWO CUSTOM FIELDS IN THE LEAD OBJECT)

* FROM SETUP, CLICK OBJECT MANAGER AND SELECT LEAD OBJECT 

* FROM THE LEAD OBJECT, SELECT FIELD&RELATIONSHIP  AND CHOOSE NEW TO CREATE TWO FIELDS

* FIRST CHOOSE  DATATYPE AS A PICKLIST AND GIVE THE FOLLOWING VALUE CALL, WHATSAPP, FACEBOOK, AND WEBSITE GIVE THE NAME AS A FOLLOW-UP SUBJECT AND SAVE THE FIELD

*NEXT FIELD CHOOSE DATATYPE AS A DATE AND GIVE THE NAME AS A FOLLOW-UP DATE AND SAVE THE FIELD 

*NEXT, FROM SETUP CHOOSE HOME AND SEARCH AS FLOW AND SELECT 

* FROM THE FLOW SELECT NEW FLOW, CHOOSE RECORD-TRIGGERED FLOW THEN CHOOSE OBJECT AS LEAD AND SELECT CONFIGURE TRIGGER AS A RECORD IS CREATED OR UPDATED AND SELECT OPTIMIZE THE FLOW FOR  AS ACTIONS AND RELATED RECORDS, AND SELECT DONE

* AND CHANGE THE LAYOUT AS FREE FORM FROM AUTO-LAYOUT  AND FROM THE TOOLBOX DRAG THE DECISION ELEMENT AND PLACE IT OVER THE LAYOUT

* FROM DECISION GIVE THE FIRST DECISION NAME AS FOLLOW-UP CREATED TASK CREATED AND IN CONDITION CHOOSE ANY CONDITION IS MET(OR) AND IN RESOURCE GIVE 

FOLLOW UP DATE IS NULL  EQUAL TO FALSE 

 AND 

CHOOSE ONLY IF THE RECORD THAT TRIGGERED THE FLOW TO RUN IS UPDATED TO MEET THE CONDITION REQUIREMENTS 

* FROM DECISION GIVE THE SECOND DECISION(Click + From Outcome Order ) NAME AS FOLLOW-UP LEAD UPDATED AND IN CONDITION CHOOSE ANY CONDITION IS MET(AND) AND RESOURCE GIVE

                    FOLLOW UPDATE IS CHANGED EQUAL TO TRUE

          AND THE FOLLOW-UP DATE IS NULL EQUAL TO FALSE

 AND SELECT DONE 

* NEXT, DRAG THE TASK ELEMENT FROM THE TOOLBOX AND PLACE IT OVER THE LAYOUT

GIVE FOLLOWING VALUE 

SELECT ONE FOR  RECORDS TO CREATE

SELECT USE SEPARATE  RESOURCE, LITERAL VALUES FOR SET OF FIELD RECORDS

CHOOSE A TASK IN THE OBJECT

SET THE FIELD VALUE AS 

                    FIELD  ACTIVITY   VALUE FOLLOW-UP DATE

                   FIELD  SUBJECT  VALUE FOLLOW-UP SUBJECT

                     FIELD WHOLE VALUE LEAD ID

AND SELECT DONE

* NEXT, DRAG ANOTHER TASK ELEMENT FROM THE TOOLBOX AND PLACE IT OVER THE LAYOUT AND FOLLOW THE ABOVE SAME STEPS TO CREATE A SECOND TASK

* NEXT CHANGE THE FREE-FORM LAYOUT TO AUTOLAYOUT AND SAVE THE FLOW 

AND ACTIVATE THE FLOW

AND THE FINAL RESULT IS

USE THESE STEPS TO CREATE THE FLOW FOR THE TASK

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