Salesforce Flow Scheduled Path Explained | Create Automatic Follow-Up Task After 3 Days | Trishu Sachdeva
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Salesforce Flow Scheduled Path Explained | Create Automatic Follow-Up Task After 3 Days | Trishu Sachdeva
In this video, we learn how to use Scheduled Path in Salesforce Flow to automate follow-up activities. We implement a real-world Salesforce automation scenario where a Task is automatically created 3 days after a Lead requires follow-up. This is a common business requirement for Sales teams to ensure that no lead is forgotten. By the end of ...
1.6K views4 weeks ago
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