+ Start a Discussion
Ricardo OrtegaRicardo Ortega 

Create tasks on contacts

I have an object which has a lookup field to contacts. Is it possible that when I relate a contact to this object I can either create a task or notify the contact by email that he has been assigned this task? Since we are using the Salesforce for outlook tool, we are trying to make the tool as dynamic as possible with notifications sent my email. Thanks

You can create a workflow rule to create task and also could be used for sending email.

Using the (isnew() || ischanged(Contact)) && !isblank(Contact) functions, should work perfect.


Hi Ricardo, 


You can create a workflow rule upon creation on new record of that object, you can send an email alert and also create a task.