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Julian KeefeJulian Keefe 

Map Your Workflow Actions to Process Actions Associated Actions: TrailHead

Hello, (first post so please excuse any formatting issues)

I have been stuck on this Trail for a while now, and its the first step I am having trouble with.

"Associated action: Creates a task for the account owner to follow up on the account. For the due date, use this formula: TODAY() + 7. You can delete the Priority and Status fields."

When it asks for this action, I tried to select new action, and then to create a new task.

My question is, do I need to define this rule outside of process builder, or can I do everything within process builder. How should I go about creating the associated action ?

Salesforce AnswersSalesforce Answers
This video shows the solution to this challenge. https://www.youtube.com/watch?v=ZCdL-Q0CjEk&feature=youtu.be

-- Salesforce Answers
Kenneth Allen 1Kenneth Allen 1
I was stuck on this all day. Thanks.