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Auto Creation of a Work Order Required Tasks

By Uptima

Easily define automated tasks to be created upon creation of a Work Order

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Upon creating a Work Order, this flow template will enhance the out of the box functionality by autogenerating required tasks that are needed to complete the work on related work types. All without a single line of code!

Highlights

Required tasks on Work Types represent the tasks that are needed to complete the Work Order.

Define the required tasks in the Tasks Required related list on the Work Type object.

Work Orders inherit their Work Type’s required tasks using the Flow Template automation.

Provider Details

Uptima
Pittsburgh, PA, USA
Founded
2007
Website
Email
Phone
1-408-933-9505

We make complex businesses remarkably simple. Since 2007, Uptima has specialized in AI-powered Salesforce solutions for companies that build or service products. We help product builders and service teams streamline their sales and service operations with intelligent automation. As the #1 Salesforce partner for asset-focused industries, we deliver end-to-end transformations across Field Service, Revenue Cloud, Service Cloud, Sales Cloud, Agentforce, and Data Cloud. We're the #4 Agentforce partner globally, with over 75 certified Agentforce consultants. Our approach centers on two powerful ideas: AI in Everything™ — adding intelligent automation to all your business processes, and Everything to Revenue™ — finding income opportunities in every customer interaction. Our 170+ employees include 50% women and 40% veterans and military spouses. We're backed by Salesforce Ventures and hold 4 Salesforce Product Advisory Board positions. At Uptima, we transform how asset-focused businesses operate, helping them work smarter and grow faster through AI and strategic automation.

Pricing Details

Free

You can fully use this solution without payment.

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Uptima | #1 AI Partner for Asset-Focused Industries
by Uptima
Trusted since 2007, now the AI leader for manufacturing, field service, and trade professionals. Uptima helps companies achieve real outcomes through AI-powered Salesforce solutions.