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VashnarVashnar 

Multiple Task Creation Workflow Rule

I'm trying to figure out how I can automatically create multiple tasks related to a case when the case is assigned to a support rep from a queue. The case is related to an opportunity and I need a task created for each product related to the opportunity. I'm very green with Apex, so I'm not sure where to start other than I'm pretty sure it needs to be a workflow.

 

I'm on Enterprise Edition.

 

Any help to get me started is appreciated!

Brian

willardwillard

Well apex and workflow are two different things.

 

You will need to use apex for this.

 

At a high level, you need to:

  • write a trigger on the case object
  • find all products related to the case's opportunity
  • create a task for each product

I'd also take a look at the apex developer's guide: http://www.salesforce.com/us/developer/docs/apexcode/ 

to help get you started