- In the Create Follow-Up with Decision Maker flow, add a Create Records element after the Get Decision Maker element:
- Label: Create Task
- How to set record field values: Manually.
- Object: Task
- Define the field values for the new task record.
- Field: Assigned To ID, Value: Triggering Opportunity > Owner ID (Scroll down and select the Owner ID field that doesn’t have a > at the end of the line.)
- Field: Priority, Value: Normal
- Field: Status, Value: Not Started
- Field: Subject, Value: Closed Lost Follow-Up
- Field: Related To ID, Value: Opportunity ID
- Field: Name ID, Value: Opportunity Contact Role from Get Decision Maker > Contact ID (Scroll down and select the Contact ID field that doesn’t have a > at the end of the line.)
- Save the flow.
?? The guide is saying to do this on the Field.
- Field: Related To ID, Value: Opportunity ID