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frankrosi
Regular Visitor

Salesforce Cases flow to Planner Task

I am trying to create a flow where when a Salesforce case is created, from a certain group, a task is automatically created in Planner.

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ChristianAbata
Super User II
Super User II

hi @frankrosi  you can do it if you know the record name.

 

So you can use When a new record is created and then create a task (Planner)

 

The records are your entities like (Clients, Opportunities, etc)



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How about for the record type case, but only from a certain queue? 

@frankrosi  yes, Only one.



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I am just not sure what to fill in for the below fields. The case type is requirement intake if that matters. I would than plan to do the same for when a record is modify 

 

Filter Query

Order By

Select Query

@frankrosi  you can use 

 

Filter Query - To get a result in your flow by adding a Filter so if you have lots of records and wants just the started with A, you can use filter query.

Order By - The same as Filter but this takes all value and you can order by ASC o DSC

Select Query - You can select one record from a list or records.

 

 



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my post as a solution! to guide others :winking_face:

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