Create Taskfeed Boards linked to Salesforce Opportunities: Automating Taskfeed with Process Builder


Taskfeed Blog

Welcome to the first in a series of sessions where I will demonstrate how to automate Taskfeed using Salesforce Lightning Process Builder.

Taskfeed integrated with Salesforce Opportunity record Taskfeed integrated with Salesforce Opportunity record

This first video demonstrates how you can very easily automate Taskfeed and Salesforce using Lightning Process Builder. In this example we will automate the process of creating Taskfeed Boards linked to Salesforce Opportunities. This video also describes how to embed your Taskfeed Board within the Opportunity page layout.

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