What does this Salesforce automation do?
A daily query finds stale opportunities and creates one follow-up task for each matching record.
What can you do with it?
- Find records that stopped moving
- Give every stale opportunity an owner
- Keep follow-up outside a spreadsheet export
The Steps
This automation runs in 3 steps:
- When Schedule — Every Day
- Then Salesforce — Find Records by Query
- Then Loop over each stale Salesforce opportunity — Add Task
Who is this automation for?
Built for revenue teams managing active opportunities. A daily query finds stale opportunities and creates one follow-up task for each matching record.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every Day" from Schedule.
- Add the action "Find Records by Query" from Salesforce.
- Add a Loop step: Loop over each stale Salesforce opportunity — Add Task.
- Connect your Salesforce account when prompted, then enable the toggle in the top-right corner.
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