How to create auto Task with "Related To ID" for Lead. - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
Jamie PudelekJamie Pudelek 

How to create auto Task with "Related To ID" for Lead.

I am trying to use Process Builder to create a Task on a lead when the lead is created.  I cannot figure what to use to Relate the task to the Lead.  In Process Builder I selected the Related To Id, and mapped it to "LeadId" but that throws an error that it's not a valid type.  Is it not possible to use workflow to add (attach) a task to a lead?  Thank you
Best Answer chosen by Jamie Pudelek
Jayson MoralesJayson Morales
Hi Jamie,

In the Immediate Action, choose Create A Record. In the Record Type field, choose Task. Refer to the image below:

User-added image

Hope that helps.


Regards,
Jayson

All Answers

Jayson MoralesJayson Morales
Hi Jamie,

You can relate task and events to Lead using the Name field (WhoId). 

User-added image

Hope that helps.

Regards,
Jayson
Jamie PudelekJamie Pudelek
I was trying to use Process Builder.  Attached is a screen shot and I do not use WhoId in the list of available fields. What am I doing wrong:?
User-added image
Jayson MoralesJayson Morales
Hi Jamie,

In the Immediate Action, choose Create A Record. In the Record Type field, choose Task. Refer to the image below:

User-added image

Hope that helps.


Regards,
Jayson
This was selected as the best answer
Jamie PudelekJamie Pudelek
Ah...Ok!  I see.  Yes, this is what I needed.  Thank you so much Jayson!  You're the best!