Workflow for task deletion?SOLVE
10-09-2018 09:57 - edited 10-09-2018 09:58
Hey guys, like the title describes, I'm looking to see if there is a workflow i can write to complete, edit, or close open tasks for leads/contacts that have a status = disqualified.
Currently the status comes directly off our Salesforce instance, and there is a bi-drectional sync on most everything.
I am trying to:
a. prevent users from adding contacts to queues if they've been disqualified or if status = disqualified
b. prevent the creation of tasks for leads/contacts that have been disqualified
c. mass delete or take off queues, or sync lists once a contact/lead has been disqualified
Solved! Go to Solution.