Open Setup

In Salesforce, open Setup.

Create the flow

1. Search for Flows in Quick Find, then open Flows under Process Automation.
2. Click New Flow.

   

3. In the popup, choose the Record-Triggered Flow type, then click Create.

Configure the flow trigger

Configuring the start of the flow opens a popup where you choose the object and set the entry conditions.

• Choose the Message Bucket object.
• For Trigger the Flow When, choose A record is created.
• Set entry conditions so the flow only runs once a message exists:
  • rsplus__Message__c Is Null = False
  • rsplus__Related_To__c Is Null = False
• On Title, choose Related To Name Formula from the record.
• On Recipient IDs, choose a resource variable.

Click Done.

Build the subject-line formula

Create a new resource with the type Formula, then use this formula to combine the message type with the first 45 characters of the message:

TEXT({!$Record.rsplus__Type__c})+' : '+ LEFT({!$Record.rsplus__Message__c},45)

Add the Create Records element

Add a Create Records element to the flow.

Set the Task fields

Note: For Create a Record of This Object, choose Task as the object.

Set the field values for the Task.

Important: If you are sending messages on a Contact or a Lead, you have to map WhoId instead, using the record's related-to value.

• Subject: the formula resource you created.
• Description: the record's Message.
• WhatId / Related To: the record's Related To.
• Status: Completed.
• Priority: Normal.

Click Done.

Save and activate the flow

Save the flow, then activate it.