Create Task activity

An activity that creates a task in Salesforce.



Configure the Create Task activity

To configure the Create Task activity, do the procedure in this topic.

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

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.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Create Task Create Task icon.
  3. Complete the fields on the Create SalesForce Task Configuration screen.

    For more information, refer to Create a Task in Salesforce.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic information for a CRM activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)

Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Create Salesforce Task Configuration

Specifies the information for your Salesforce task.

Screen



Fields

Field Name Definition

Salesforce

Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.

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

Due Date

Function:
Specifies a date when the task is due.
To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Task Information tab.
Accepted Values:
A valid date in the format [dd/mm/yyyy].
Default Value:
Today's date
Accepts Process Data Variables:
Yes

Name

Function:
Specifies the name for your task.
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

Name ID

Function:
Specifies the ID for your task name.

The task name ID comes from Salesforce. It monitors the name of a Salesforce task.

To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Task Information tab.
Accepted Values:
A valid task name ID.
Default Value:
None
Accepts Process Data Variables:
Yes

Related To

Function:
Specifies to associate the task with an organization, contact, opportunity, volunteer event, or other Salesforce entity. You can see the associated tasks when viewing that entity.
To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Task Information tab.
Accepted Values:
A valid Salesforce entity name.
Default Value:
None
Accepts Process Data Variables:
Yes

Related To ID

Function:
Specifies the task ID for an associated task.
To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Task Information tab.
Accepted Values:
A valid related task ID.
Default Value:
None
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

Store the Task ID to Process Attributes

Function:
Specifies the process data variable that stores the task ID from Salesforce.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

Send Notification E-mail

Function:
Sends an e-mail about the task.
To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Task Description tab.
Accepted Values:
  • Selected - Sends an e-mail notification to the assigned user.
  • Deselected - Does not send an e-mail notification to the assigned user.
Default Value:
Deselected
Accepts Process Data Variables:
No

Comments

Function:
Specifies optional comments for your task.
To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Task Description tab.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Create Recurrence Series of Tasks

Function:
Specifies whether a task occurs more than one time, depending on the series of tasks.
To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Recurrence tab.
Accepted Values:
  • Selected - The task occurs more than one time.
  • Deselected - The task occurs one time only.
Default Value:
Deselected
Accepts Process Data Variables:
No

Frequency

Function:
Specifies the frequency of the task on which the task occurs. You can configure the task frequency to occur Daily, Weekly, Monthly, or Yearly.
To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Recurrence tab.
  2. Select Create Recurrence Series of Tasks.
Accepted Values:
  • Daily - Specifies the day or days of the week in which the task occurs.
  • Weekly - Specifies the day or days of the week on which the task occurs.
  • Monthly - Specifies the day of the month in which the task occurs.
  • Yearly - Specifies the month of the year in which the task occurs.
Default Value:
None

Reminder

Function:
Sends a reminder message for your task.
To Open this Field:
  1. On the Create Salesforce Task Configuration screen, click the Recurrence tab.
Accepted Values:
  • Selected - Sends a reminder message to the assigned user about the task.
  • Deselected - Does not send a reminder message.
Default Value:
Deselected
Accepts Process Data Variables:
No