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Pushing Prompt Results to Tasks

  • Updated on Nov 28, 2025
  • Published on Nov 13, 2025
  • 1 minute(s) read
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This guide is intended for advanced Salesforce admins. For Salesforce education, contact Salesforce directly or use trailheads for specific knowledge.

Step One: Starting the Flow

  1. Flow Type: Record-Triggered Flow

  2. Object: Natterbox AI

  3. Trigger the Flow When: A record is created of updated

  4. Condition Requirements: All Conditions Are Met (AND)

    1. Field: nbavs__PromptData__c

    2. Operation: Equals

    3. Value: True
      AND

    4. Field: nbavs__CallerType__c

    5. Operation: Equals

    6. Value: Employee

  5. When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements

  6. Optimize Flow: Actions and Related Records

Step Two: Obtaining the Call Reporting Record

  1. Element: Get Records

  2. Label: Get CRO

  3. Object: Call Reporting

  4. Condition Requirements: All Conditions Are Met (AND)

    1. Field: Id

    2. Operator: Equals

    3. Value: {!$Record.nbavs__CRO__c}
      AND

    4. Field: CreatedDate

    5. Operator: Greater Than or Equal

    6. Value: {!Last7days}

      1. Last7days is a formula that needs to be created.

      2. API Name = Last7days

      3. Date Type = Date

      4. Formula= TODAY()-7

Step Three: Obtaining the Task associated with the Call

  1. Element: Get Records

  2. Label: Get Task

  3. Object: Task

  4. Condition Requirements: All Conditions Are Met (AND)

    1. Field: nbavs__Call_Reporting__c

    2. Operator: Equals

    3. Value: {!Get_CR0.Id}

Step Four: Creating a new resource for the Task Description

  1. Resource Type: Formula

  2. API Name: NotesandSummary

  3. Data Type: Text

  4. Formula: "User Notes: "& {!Get_Task.Description} & BR() & BR() & "Summary: "& {!$Record.FreeText_5aa4e684f32b__c}

Step Five: Updating the Description in the Task

  1. Element: Update Records

  2. Label: Update Task

  3. How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set field individually

  4. Update Records of This Object Type: Task

  5. Condition Requirements to Update Records: All Conditions Are Met (AND)

    1. Field: Id

    2. Operator: Equals

    3. Value: {!Get_Task.Id}

  6. Set Field Values for the Task Records:

    1. Field: Description

    2. Value: NotesandSummary