How to create a task or case in Salesforce instead of an event

Step 1: Open your flow

1. In Salesforce Setup, search for Flows.

2. Select Flows from the results.

3. If you haven’t edited the CreateEventTemplate before:

   • Open the CreateEventTemplate.

   • Customize it as needed.

   • Select Save As, and give it a name like CreateEvent.

4. If you’ve already made changes to the template, open your existing flow.

Step 2: Add a task or case element

1. In the Toolbox on the left, go to Data.

2. Drag a Create Records element into the flow. Drop it to the right of the Create Records: Create Event element.

3. At Label, type Create Task or Create Case.

4. For How to Set the Record Fields, select Use separate resources and literal values.

5. At Create a Record of This Object, under Object, enter Task or Case.

6. At Set Field Values for the Task, set the field values:

   • At Field, enter Subject
   • At Value, select Calendly__CalendlyAction__c, then select Event Subject.
   • Select + Add Field
   • At Value, select WhatID, then select the value WhatRecordID
   • Select + Add Field
   • At Value, select WhoID, then select the value WhoRecordID

7. Check the box for Manually assign variables.

8. For Store Task ID in Variable, choose WhoRecordId.

9. Select Done.

Step 3: Connect the steps

• Connect the Create Records: Create Event element to the new Create Task (or Create Case) element.

Step 4: Save and activate the flow

1. Select Save.

2. Select Save As to create your new version.

3. Select Activate to turn on the new flow.

4. Deactivate the CreateEventTemplate flow so it doesn’t run at the same time.