Re-Assign Tasks to a User Queue

When new Sales Opportunities are created, their related Task will be related to the Account's Record Owner. In many cases, this is the eLead User, because the Account and Contact were created originally by an incoming eLead. 

We do not want the system assigning Tasks to an eLead User so we need to create a Flow to identify Tasks that are owned by an eLead or Integration User and change the Assignment. 

Note: There will be an out-of-the-box Flow added for systems spun up after Jan 2025. 

The completed Flow will look something like this: 

Step 1: Create a User Queue and copy the API Name 

First, you will need to create a User Queue to assign the Tasks to.

Navigate to Setup. 

Next in the Quick find search for Queue and navigate to the Queues menu 

If there are no Queues, click the New button to create a new Queue of Users. 

If there is already a Queue, you'll want to copy the Queue Name. Notice that this name has underscores in it. You will need to copy the exact API name for the Queue (not the Label). Save the API Name value in Notepad for later. 

Step 2: Get the Profile Name for the eLead User 

Navigate to an eLead record in your system. 

Choose any eLead record which was created via the integration. Scroll down to the bottom of the record and in the System Information section, click on the eLead User who created the record. 

Click on User Details to see the Profile of the eLead User. 

Copy the Name of the Profile and Paste it into notepad for later. 

Step 3: Create a Flow to Get the Queue Group and Re-Assign Tasks to it

Next, we will create a record-triggered Flow to fire upon Task creation. 

This is what the finished Flow will look like: 

Start Node criteria:

Anytime the record is created or updated.

Next, you'll add a Decision Element to determine if the Task is related to a Sales Opportunity. AND if the Task is assigned to a User with the same Profile as the eLead User's Profile we copied earlier in Step 2. 

Next, you'll add a Get records Action.

This will Get the Object: Group

Note: you will use DeveloperName equals and Paste the API Name of the User Queue. This ensures you are getting and storing the correct User Queue. 

Next, you'll add an Assignment element to change the Owner (Assigned To) User ID to the User Queue, instead of the eLead User. 

Use the Task that triggered the Flow.

Set the Owner ID to the Record ID stored in Get action. 

Save and Activate your Flow! 

To test the Flow, locate any Task which has been assigned to the eLead User. Click Edit/Save. The Owner ID should be updated to the User Queue you've assigned in the Flow.