What it does
- On Lead insert, creates a follow-up Task with your chosen Subject and Priority.
- Sets a due date offset (e.g., +2 days) so reps always get a timed reminder.
- Optional owner logic: assign Task to Lead Owner or a specific Queue/User.
Why it helps
- Standardized follow-up removes guesswork and missed outreach.
- Tiny setup, immediate value. No Apex required.
- Clean, documented elements for easy maintenance.
What’s included
- Metadata ZIP (Flow +
package.xml) - Quick start guide (HTML/Markdown)
- Configuration notes (fields & defaults)
Requirements
- Salesforce org with Flows enabled
- Access to Salesforce Workbench (or Salesforce CLI)
- Permission to deploy metadata and activate Flows
Install & Configure
- Download the ZIP from your purchase email (contains
package.xmland Flow metadata). - Go to workbench.developerforce.com → choose your environment (Production or Sandbox) → Login with Salesforce.
- Top menu: Migrations → Deploy.
- Upload the ZIP file you downloaded.
- Check:
- Rollback on Error: checked
- Single Package: checked (our ZIP is a single package)
- Test Level: NoTestRun
- Click Deploy and wait for the success message.
- In Salesforce: Setup → Process Automation → Flows. Open the installed Flow, confirm defaults:
- Subject (e.g., “New Lead Follow-Up”)
- Priority (Normal/High)
- Due Date Offset (e.g., +2 days)
- Owner Routing (Lead Owner vs specific User/Queue)
- Activate the Flow and test by creating a Lead.
Alternative: if your org policy restricts Workbench, you can deploy the same ZIP with the Salesforce CLI (sf project deploy start -x package.xml).
FAQ
Can I change the due date logic? Yes — the offset is a variable you can edit (e.g., +2 business days).
Does it work with existing Leads? This version triggers on create. You can clone it to handle updates if needed.
What if I need Queue assignment? Set the Task OwnerId to the Queue Id (documented in the notes).
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