How do I create a trigger task?

How do I create a trigger task?

Navigate to (Build) | Create | Workflow & Approvals | Process Builder in Setup screen. Click New to create a new Process – creating a trigger and an action is pretty easy. Just choose the object, fill in the criteria that needs to be evaluated and set-up the action for creating the Task.

How do I create a task in Apex class?

When creating a new Task, you will need to include all required fields from the Task object. Currently, the required fields are Subject, OwnerId, Status, and WhatId. The Subject field is the name of the Task, the WhatId is the object the task is associated with, and finally, OwnerId is the person that will do the Task.

What is ID in Salesforce?

WhatID in Salesforce refers to object type things. That would typically be an Account ID or an Opportunity ID. The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic.

How do I trigger a task in Salesforce?

Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules. Now you’ll create a new rule – this rule will be a task creation trigger.

How do you add a task to a test class?

How to Write a Test Class for Apex Trigger?

1. Use @isTest at the Top for all the test classes.
2. Always put assert statements for negative and positive tests.
3. Utilize the @testSetup method to insert the test data into the Test class that will flow all over the test class.
4. Always make use of Test.
5. Use System.

How do I create a task record in Salesforce?

How to Create a Task in Salesforce

1. Enter a name in the Search bar for the record to which you want to link the task and click the Search button.
2. Click the name of the record you want.
3. Select Create New Task from the sidebar or click the New Task button on the Open Activities related list of a record, as shown.

How to create an apex trigger for opportunity?

Create an Apex trigger for Opportunity that adds a task to any opportunity set to ‘Closed Won’. The trigger will add a task to any opportunity inserted or updated with the stage of ‘Closed Won’.

How to associate a task with an opportunity?

To associate the task with the opportunity, fill the ‘WhatId’ field with the opportunity ID. This challenge specifically tests 200 records in one operation. I tried with the above code, task is not created. As a common practice, if your question is answered, please choose 1 best answer.

What is wrong with my code on trailhead challenge?

With ‘ClosedOpportunityTrigger’ active, if an opportunity is inserted or updated with a stage of ‘Closed Won’, it will have a task created with the subject ‘Follow Up Test Task’. To associate the task with the opportunity, fill the ‘WhatId’ field with the opportunity ID. This challenge specifically tests 200 records in one operation.

Which is harder to debug, process builder or flow?

Any improvements we make to Flow — not just performance improvements, but debugging improvements, manageability improvements, CI/CD improvements, etc. — will never benefit Workflow Rules, and vice versa. Process Builder will always be less performant and harder to debug than Flow. Also it has a horrendabad list view .