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Task Follow-Up Rules — Easy Automation Management

Automate next steps without going into setup!

Free  

Never requires payment

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Business Need
Productivity

Task Follow-Up Rules allows business users to build out their own automated processes without requiring the skills or system privileges of an admin. Manage business logic with a simple custom object!

  • Task Follow Up Rules Demo

  • Introducing Task Follow Up Rules

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Task Follow-Up Rules/Task Follow-Up Rules 1.5.0
Listed On
06/27/2022
Latest Release
01/09/2023
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 4
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/16/2022

Additional Details

One of the first use cases of process automation that many Salesforce customers ask for is the ability to automatically create follow-up tasks based on certain criteria. Whether it’s automatically scheduling a second call after leaving a voicemail, creating a reminder to follow up on a quote sent, or pre-populating the next step in a project plan, Flow makes this easy! However, configuring and maintaining these automations requires admin-level privileges and skills, meaning that business users are unable to make changes on their own and have to add to an admin’s ever-growing list of requests. Not anymore! Task Follow-Up Rules gives business users the power to manage these automated processes without needing to go into Flow Builder. TFUR leverages a custom object to build out an automation process and a behind-the-scenes Flow to execute. After the initial setup, no admin work is required. And admins still have full control, since access to the custom object is governed by standard Salesforce security settings. Win-win-win!

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