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:

• Your Data Management sync must be scheduled to run at least once a month.
• If you are using the Add a Task Step (simple) Instructions, the Automated Program must use a Salesforce list or segment as its source.
• If you are using the Create in CRM step (advanced) Instructions, the Automated Program can use a non-Salesforce list if desired.

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