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vishalaryaFlag for United States of America asked on

Saleforce update field after task completes automatically

In the SalesForce CRM product, I have created a task that when a donation is made, a task gets generated to send an email to the donor.  I want that when the status of the task is set to COMPLETED, that Salesforce automatically updates a field in the donation object and sets a field "sent email" to YES or check.  I'm not sure if a workflow should be used here.

Thanks
Vishalarya
Enterprise Software

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esquivelp

8/22/2022 - Mon
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esquivelp

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