Introduction

Setup of Custom Lookup Field on Task

2.1. Navigating to Salesforce Setup
2.2. Creating “Action Plan” Lookup Field on Task
2.3. Setting Field Properties and Security
2.4. Adding the Field to Page Layouts

Creation of Autolaunched Flow (Flow 1)

3.1. Setting Up Variables and Resources
3.2. Retrieving Action Plan Items
3.3. Looping Through Action Plan Items
3.4. Assigning Task IDs to Text Collection
3.5. Updating Task Records with Action Plan Lookup Field

Testing and Debugging Flow 1

4.1. Running Initial Test
4.2. Ensuring Successful Execution

Creation of Record-Triggered Flow (Flow 2)

5.1. Creating Record-Triggered Flow for ActionPlan Object
5.2. Launching Subflow (Flow 1) from Record-Triggered Flow

Testing the Entire Process