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Create follow-up task when a customer upgrades plan

Create follow-up task when a customer upgrades plan

Your scale plan activations arrive without tracked tasks, leaving support without priority or account context. Get an assigned follow-up task so the account is triaged same day.

Create follow-up task when a customer upgrades plan

Overview

When a customer flips into a higher plan, CSMs need predictable, prioritized work items. This flow creates or updates the contact and opens a Salesforce task so reps can triage upgrades within hours. That reduces missed handoffs and ensures same-day follow-up.

Create follow-up task when a customer upgrades plan