Automate follow-up tasks using custom Log a Call actions and you will become an Admin Hero overnight. Almost every customer I work with loves this Action and I'm going to show you how to build it.
So what is it? Let's say I'm logging a call on an Opportunity. I'm using the standard out-of-the-box Log A Call action and it works great. However, I don't want to leave my deal without some next action step so, inevitably, I will ask for a follow-up date. To document that follow-up, I would have to save my Log a Call and then create a new follow-up Task. That's a lot of clicks and frankly, I sometimes forget to ask about the follow-up.
With this custom Action gem, we're going to add follow-up Task fields to a Log a Call action. As I'm documenting my call, I will see those follow-up task fields. That will remember to ask for a follow-up date. The best part is when I save my Log a Call, Salesforce will create my call note and create my follow-up Task, at the same time.
This little gem is ingeniously simple to set up, making you an Admin Hero. Here's the step by step how-to guide:
We need to create two custom fields on the Activity object. These will be used to allow the user to enter when and why they wish to follow up.
Now here is where all the magic happens. I know, you might still think Flow is intimidating but I'm going to make this one super simple for you. Flow is what will automate the creation of our Follow-Up Task.
Now we need a custom Action so we can add our new follow-up task fields and also eliminate a lot of extra noise that comes with the standard Log a Call Global Action.
Hope you like this little Flow automation. I've never had a client tell me they didn't like this one.
You can see this in action by clicking the button below to view this on my YouTube channel. Please remember to subscribe as that is the best way to let me know you like my content. Now go be an Admin Hero!