Add a Scheduled Task to Your Flow | Record-Triggered Flows
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Record-Triggered Flows
Add a Scheduled Path to Your Flow
Create a scheduled path that waits until 3 days after an opportunity is changed and then creates a task for the opportunity owner.
Add a scheduled path to a flow:
Flow: Review Opportunity with Account Owner
Path Label: 3 Days After Last Modified Date
API Name: X3_Days_After_Last_Modified_Date
Time Source: Opportunity: Last Modified Date
Offset: 3 days after
Add an element to the scheduled path:
Element: Create Records
Label: Create Phone Call Task
API Name: Create_Phone_Call_Task
Description: Create a task for the opportunity owner to check in with the customer by phone (we won’t check the actual text)
How Many Records to Create: One
How to Set the Record Fields: choose the option that allows you to reference records other than the record that triggered the flow
Object: Task
Field values:
Subject = Outreach phone call (we won’t check the actual text)
Description: Call to check in with the customer (we won’t check the actual text)
Activity Date = enter today’s date (we won’t check the actual date, just that it’s a valid date)
WhatId = $Record Id
OwnerID = $Record Account Owner Id
Save the flow
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00:00 Introduction
01:15 Flow
09:30 Create Records
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