---
schema_version: "1"
id: c8076cec5e00516ede97d2ed5644fa5ec6a5096058eda046da0dd99a2305a6ca
title: Reach Out to Customers After Winning an Opportunity
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_task_when_won.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_task_when_won.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5a7e5ddad9d7b278adc8ac7acb23b5263cd1539208acff73fa211ea73fb3a339
description: Our process builder recipe can automate your communication with a contact or customer from whom you won an opportunity. After winning an opportunity, you often have a reason to reach out to the contact or customer. For example, you want to thank them. Or you want to send them a survey to rate customer satisfaction. Maybe that follow-up is even an opportunity to cross-sell.
products:
  - Cross Cloud
release: "264"
---
# Reach Out to Customers After Winning an Opportunity

Our process builder recipe can automate your communication with a contact or customer from whom you won an opportunity. After winning an opportunity, you often have a reason to reach out to the contact or customer. For example, you want to thank them. Or you want to send them a survey to rate customer satisfaction. Maybe that follow-up is even an opportunity to cross-sell.

Start with creating a process.

1. Open Setup.
2. Type Process Builder into the Quick Find box, and open it.
3. Click **New**.
4. Name your process Opportunity Task Creation.
5. In the Process Starts When dropdown menu, select A record changes.
    
    ![New process template with name filled out and process set to start when a record changes.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_task_won_1.png)
6. Save your changes.

## Base the Process on an Opportunity Being Edited

1. On the Process map, click **\+ Add Object**.
2. From the Object dropdown, select **Opportunity**.
3. Select to start the process **when a record is created or edited**.
    
    ![Add object template set to start the process when an opportunity is created or edited.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_task_won_2.png)
4. Save your changes.

## Tell the Process What Criteria Causes it to Run

1. Name your criteria Oppportunity Closed as Won.
2. Under Criteria for Execution Actions, select **Conditions are met**.
3. Under Set Conditions, choose **Stage > Equals > Picklist > Closed Won**.
4. Under Conditions, choose **All of the conditions are met (AND)**.
    
    ![Process Criteria template filled out.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_task_won_3.png)
5. Save your changes.

## Tell the Process What To Do When Criteria are Met

1. Click **Add Action** on the process map.
2. Choose **Create a Record** from the Action Type dropdown.
3. Name your action **Create Task**.
4. Select **Task** as the record type.
5. Under Set Field Values, select **Assigned to ID > Field Reference > Owner ID**.
6. In the next row, set **Priority > Picklist > High**.
7. Next, select **Status > Picklist > In Progress**.
8. Click **+Add Row**, choose **Subject > String** , and then enter a subject line for your task.
9. Click **+Add Row**, and choose **Related To ID > Field Reference > Opportunity ID**.
    
    ![Process Builder Action template filled out.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_task_won_4.png)
10. Save your changes.
11. Activate your process. It now runs whenever criteria are met.