Salesforce Lead Follow Up Task Flow

$9.99

Automate Lead Follow-Up in Salesforce Instantly

This record-triggered flow automatically creates a follow-up Task two days after a Lead is created, helping your team stay organized and responsive.

⚙️ Simple setup with Salesforce Workbench
📄 Includes step-by-step install guide
💡 Fully customizable timing and task details

Compatible with: Salesforce Professional, Enterprise, and Unlimited editions.

Instantly create follow-up tasks for new Salesforce Leads — no coding required.

Install easily using Salesforce Workbench with step-by-step instructions included.

Creates a follow-up task two days after a Lead is created — no manual work required.

Edit timing, task fields, and logic to fit your organization’s process.

Works with Salesforce Professional, Enterprise, and Unlimited editions.

233 KB