Create Tasks on Assignment

It's possible to auto create a task when an object is assigned by Distribution Engine to a user. This is achieved by using Distribution Engine field update and a workflow rule. The steps below explain how this works.

Field update

Firstly, we need to add a field update to our Distributor in order to be able to trigger a workflow rule. Distribution Engine distributors allow field updates to a picklist. So as Distribution Engine does the assignment, it will automatically set a picklist to the value you choose. E.g. you might set a Status field to "Assigned".

The field update is a value that DE will set when it does the assignment.
  • Select a team, click on 'Post Assignment' and select the appropriate distributor.
  • Set Field to update e.g. status and Field to update value e.g. assigned.



Workflow rule

Now we have DE auto updating a field, we have a mechanism to fire a Salesforce workflow rule.

  • Create a new workflow rule on the object you are assigning (e.g. Lead). This is in Salesforce setup area Create > Workflow > New.
  • We're going to create a workflow called Add task to lead in this example. See the screenshot below for details. Don't forget to set evaluation criteria to created, and every time it's edited.
  • Enter the formula. Our example is looking for a change to a status field ISCHANGED (important so it doesn't keep firing) and then also a specific value ISPICKVAL
ISCHANGED(Status) && ISPICKVAL(Status, 'Assigned')


  • Save and next
  • Add workflow action "New Task"
  • In assigned to, select owner in the drop down and then pick the field (Lead Owner in our example). This will assign the task to whoever the lead is given to.
  • Set a subject and then set the due date. We're going to use trigger date + 1 day in our example to give reps 1 day to complete a task after it's created.


  • Hit save and go back to your workflow rule to activate it.


That's it. You should now have tasks being created when Distribution Engine assigns to team members. 


How did we do?

Avoiding Distribution Engine Clashes