Task — automation map

Business Process Map — Task

47 Flow(s) involved · 3 Apex trigger(s). Shows automation that either triggers on Task changes OR mutates Task records from elsewhere.

Diagram

Triggers on this object

Apex triggers

Name	Events	Namespace
TaskTrigger	before insert, before update, after insert, after update, after delete	FinServ
PWGTaskTrigger	before insert, before update, before delete, after insert, after update, after undelete	(custom)
Tasks	before insert, before update, after insert, after update	acl

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
Action After Initial Client Contact Task	Update	AND: Type EqualTo ‘Initial Client Contact’, Status EqualTo ‘Completed’, Document_Collection__c NotEqualTo ”	SetSubject	—
Redemptions - Confirm Redemption Task For ETA	AutoLaunchedFlow	AND: Subject EqualTo ‘Submit Redemption Forms’, ETA_Date_of_Payment__c IsNull ‘null’, Type EqualTo ‘Redemption’, Task_Confirm_Creation__c EqualTo ‘nul	—	—
Task - Actions on After Update	Update	AND: Status__c IsChanged ‘null’	—	Case
Task - Push ETA to Opportunity	Update	(1 OR 2) AND 3 AND 4: Subject EqualTo ‘Complete Redemption Forms’, Subject EqualTo ‘Submit Redemption Forms’, WhatId StartsWith ‘006’, ETA_Date_of_Pay	—	Opportunity
TEMP Task Opportunity Populate Application Set Date	Update	AND: Type EqualTo ‘Submit Partners Private Application’, Status EqualTo ‘Completed’	—	Opportunity
WM_MF_Task_AFU_After_Update	Update	—	—	—
WM_MF_Task_ONC_On_Create	Create	—	—	—

Flows that mutate this object from elsewhere

Flow	Triggered by	Action on this object
Case - Actions on Update After Update Flow	Case	creates
Complete Send Wholesale Advice Doc And Application Form To Client Task	AutoLaunchedFlow	updates
Create New Paraplanning Request	Flow	creates
Create Prefill Application Task When Check Wholesale Certificate is Completed	AutoLaunchedFlow	creates
Create Prefill Application Task When Partners Validation is Completed	AutoLaunchedFlow	creates
Create Task Post Notify Client of Successful Application Is Completed	AutoLaunchedFlow	creates
Create Task when Investment is Subscription Signed	AutoLaunchedFlow	creates
Create Task when Investment Stage Is Subscription Signed	AutoLaunchedFlow	creates
Create Task when investment type is Application Submitted	AutoLaunchedFlow	creates
Create Task When NPP Fund Task is Cancelled	AutoLaunchedFlow	creates
Create Task When Prefill Application Form Task Is Set Completed	AutoLaunchedFlow	creates
Create Task When Send Application To Fund Task Is Set Completed	AutoLaunchedFlow	creates
Investment - Actions on Update After Update	acl__Investment__c	creates
Investment - Actions on Create After Save	acl__Investment__c	creates
Invoice Sent Reminder Email	AutoLaunchedFlow	creates
Lead after update	Lead	updates
Opportunity - Actions on Update After Save	Opportunity	creates, updates
Opportunity - Advice Proposal Opp + Link	AutoLaunchedFlow	updates
Paraplanning: Assign Work When Case Created	Case	creates
Paraplanning: Schedule re-allocation of backlog	AutoLaunchedFlow	updates
Paraplanning: When reviewer assigned update review task	Case	updates
[PPVT	Initial Lead Setup on Lead Creation](../flows/PPVT___Initial_Lead_Setup_on_Lead_Creation.md)	Lead
[PPVT	Update Closed/Lost Reason](../flows/PPVT___Update_Closed_Lost_Reason.md)	Lead
PWG: Convert Lead	Lead	creates, updates
Redemption - Redemption Complete	AutoLaunchedFlow	creates
Redemptions - Confirm Redemption Task	AutoLaunchedFlow	creates
Redemptions - Request Redemption Task	Flow	creates
Redemptions - Send Redemption to Client Task	AutoLaunchedFlow	creates
Redemptions - Submit Redemption Forms Task	AutoLaunchedFlow	creates
Redemptions - Update Transaction Data Tasks	AutoLaunchedFlow	creates
Update Investment And Opp For Advice - Complete Fund Transfer	AutoLaunchedFlow	creates
WM SF Account AF Review Business Process 60 Days Reminder	AutoLaunchedFlow	creates
WM SF Account AF Review Business Process 65 Days Reminder	AutoLaunchedFlow	creates
WM_MF_Event_AFI_Schedule_ClientEngagementMeeting_Related_Task_Creation	Event	creates
WM_MF_Lead_AFI_Create_Contact_Lead_Complete_Pre_Screening_Task	Lead	creates
WM_SF_Account_Ownership_Transfer	Flow	creates, updates
WM_SF_Account_SHF_Review_Business_Process_and_Meeting_Request	AutoLaunchedFlow	creates
WM_SF_Event_AFI_New_Proposal_Agreed_By_Client_Task_on_Event_Creation	AutoLaunchedFlow	creates
WM_SF_Task_AFIU	AutoLaunchedFlow	updates
WM_SF_Task_AFU_Cancel_Existing_Insurance	AutoLaunchedFlow	creates