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Map Your Workflow Actions to Process Actions Associated Actions: TrailHead
Hello, (first post so please excuse any formatting issues)
I have been stuck on this Trail for a while now, and its the first step I am having trouble with.
https://trailhead.salesforce.com/trails/automate_business_processes/modules/workflow_migration/units/workflow_migration_actions
"Associated action: Creates a task for the account owner to follow up on the account. For the due date, use this formula: TODAY() + 7. You can delete the Priority and Status fields."
When it asks for this action, I tried to select new action, and then to create a new task.
My question is, do I need to define this rule outside of process builder, or can I do everything within process builder. How should I go about creating the associated action ?
Thanks,
Julian
I have been stuck on this Trail for a while now, and its the first step I am having trouble with.
https://trailhead.salesforce.com/trails/automate_business_processes/modules/workflow_migration/units/workflow_migration_actions
"Associated action: Creates a task for the account owner to follow up on the account. For the due date, use this formula: TODAY() + 7. You can delete the Priority and Status fields."
When it asks for this action, I tried to select new action, and then to create a new task.
My question is, do I need to define this rule outside of process builder, or can I do everything within process builder. How should I go about creating the associated action ?
Thanks,
Julian
-- Salesforce Answers