Add a Task to Salesforce from an Automated Program

  • Updated

You can use an automated program to create a Task in Salesforce. This can alert your sales teams to take action when your leads or contacts hit certain milestones, where a follow-up contact is necessary, or when there is behavior that indicates intervention might be necessary.

To get started:

Before you can create a Task in Salesforce from your automated program, these requirements must be met:

Instructions

Add a Task step (simple)

To add a Task from your Automated Program:

  1. Go to Automation > Automated Programs
  2. Create a new program or edit an existing one using the Automated Journey Builder
  3. Go to Program Flow and add a new step   
  4. Select Add a Task
  5. Update the task details:
    • Step Name is for display in your program flow
    • Assigned To defaults to Contact Owner and will assign to the contact's Salesforce owner; you can select any Salesforce user from this list if you need the task to assign to a specific user
    • Subject
    • Comments
    • Status
    • Priority
    • Due Date
  6. Submit

Create in CRM step (advanced)

If you need more options when creating a new task in Salesforce, you can also make a task using the Create in CRM step:

  1. Go to Automation > Automated Programs
  2. Create a new program or edit an existing one using the Automated Journey Builder
  3. Go to Program Flow and add a new step  
  4. Select Create in CRM
  5. Enter a Step Name for display in your program flow
  6. Choose whether to Create new records and/or Update existing records (depending on what you want to do with your program)
  7. Select Add Entity, and in the drop-down menu select Task, then click Add
    • Choose whether to create a series of tasks, and/or to add a reminder
      • These functions must be enabled on your Salesforce account - more info from Salesforce
      • If you choose to create a series of tasks, you will need to add Recurrence fields that meet Salesforce requirements for a recurring task
      • If you choose to create a reminder, you must add a reminder date/time from the additional fields
    • Assigned To ID select the Contact Owner or choose any Salesforce user from this list if you need the task to assign to a specific user
    • Priority
    • Status
  8. To include more fields as desired, click Add Field, select the field you'd like from the drop-down, then click Add
  9. Save

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