Create a Task in Salesforce

To create a task in Salesforce, do the procedure in this topic.

Create Salesforce Task Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce Salesforce icon tab.
      2. On the Salesforce Salesforce icon tab, drag the Create Task Create Task icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Create SalesForce Task Configuration screen, click Create Task Create Task icon.

Procedure

  1. On the Create SalesForce Task Configuration screen, in the Salesforce field, select your Salesforce access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Salesforce.

  2. Complete these fields as necessary.
    Field Name Definition

    Subject

    Function:
    The details about the task which you want to create.
    To Open this Field:
    1. On the Create Salesforce Task Configuration screen, click the Task Information tab.
    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Assigned To ID

    Function:
    Specifies the Salesforce user to whom the task is assigned.
    To Open this Field:
    1. On the Create Salesforce Task Configuration screen, click the Task Information tab.
    Accepted Values:
    A valid user.

    Assigns the task to a single user only.

    Default Value:
    None.

    When you select the access token, the Salesforce user name shows in the Assigned To field.

    Accepts Process Data Variables:
    Yes

    Priority

    Function:
    Specifies the priority for your task.
    To Open this Field:
    1. On the Create Salesforce Task Configuration screen, click the Task Information tab.
    Accepted Values:
    • High
    • Normal
    • Low
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Status

    Function:
    Specifies the status of the task.
    To Open this Field:
    1. On the Create Salesforce Task Configuration screen, click the Task Information tab.
    Accepted Values:
    • Not Started
    • In Progress
    • Completed
    • Deferred
    • Waiting on someone else
    Default Value:
    None

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