Create Task activity

An activity that creates a task in Salesforce.


Create Task activity

Configure the Create Task activity

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

Video: Add Conditions and Salesforce Actions

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Salesforce tab.

    Salesforce tab
  3. On the Salesforce tab, drag the Create Task activity onto your process.

    Create Task activity

General Configuration

Specifies the basic settings for the Create Task activity.

Figure: General Configuration screen

General Configuration 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:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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, representing a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Create Salesforce Task Configuration

Specifies the information for your Salesforce task.

Figure: Create Salesforce Task Configuration > Task Information tab

Create Salesforce Task Configuration Task Information tab

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
Example:
Refer to:

Create Add Token icon

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

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
Example:
Refer to:

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
Example:
Refer to:

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
Example:
Refer to:

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
Example:
Refer to:

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
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

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
Example:
Refer to:

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
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

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
Example:
Refer to:

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
Example:
Refer to:

Store Response Task ID in This Variable

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
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Send Notification Email

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
Example:
Refer to:

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