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Shawn Boksan Forced Field (Calendar/Task Creation)
Hello All,
Is there a way to force a calendar entry or task creation when the lead status is changed?
For instance… I set my lead status to “Attempt 2” an automated email is sent in 14 days however, before the lead is/can be closed the Recruiter “MUST” create a calendar entry or task and schedule a follow-up. Any guideance is appreciated.
Thanks,
Shawn
Is there a way to force a calendar entry or task creation when the lead status is changed?
For instance… I set my lead status to “Attempt 2” an automated email is sent in 14 days however, before the lead is/can be closed the Recruiter “MUST” create a calendar entry or task and schedule a follow-up. Any guideance is appreciated.
Thanks,
Shawn
If you're looking to add some enhanced logic around the user completing that calendar entry/task, then you'd need to write some custom apex (MAYBE a Flow could do it, but I'm not confident) to make that happen.