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vikas rathi91vikas rathi91 

How to set task must be automatically set for an available team member on opportunity

Hello Community,

One of the business processes requires the Relationship Manager (Account Manager), who is a road warrior, would like to have his team help him on tasks.
An Opportunity would have following states
  1. Prospecting
  2. Qualification
  3. Id. Decision Makers
  4. Needs Analysis
  5. PPM Sent
  6. Perception analysis
  7. Proposal/Term sheet sent
  8. Negotiation/Review
  9. Closed (Won or Lost)
Of these stages right after “Needs Analysis” is completed, a task must be automatically set for an available team member to prepare for next stage – Send PPM – which is a process by itself. But for the for the process flow it is simply a task assign to available team member (Associate).
When Perception analysis is complete, a similar task should be assigned to his associate to prepare “Proposal/Term Sheet”.

How to set this requirement its possible through workflow or trigger
Shruti SShruti S

Yes, you can definitely do this with the help of a Process Builder.
But I have a couple of questions - 

  • Please let me know whether a task needs to be created for all the stages after "Need Analysis".
  • To whom the task should be assigned when a new Task is created ?
  • How to figure out the available team member to assign a task ?