Create Task
Use this action to create a new task in your Salesforce account.
Using the Create Task Action
To use this action in your workflow, connect it to ThingWorx Flow. To connect to the flow, do the following:
1. Drag the Create Task action under the Salesforce connector to the canvas, place the pointer on the action, and then click or double-click the action. The Create Task connection window opens.
2. Edit the label name, if needed. By default, the label name is same as the action name.
3. To add an authorization, refer to the section Authorize Salesforce in the Salesforce connector topic.
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If you previously added an authorization for Salesforce, select an authorization from the list.
4. Enter the Subject name of the task you want to create.
5. Select the Priority and Status of the task.
6. Specify if you want to create a recurring task—YES or NO.
If you select NO, specify if you want to set a reminder in the Is Reminder to be Set field.
If you select YES, enter the Recurrence Start Date, Recurrence End Date, and Time Zone
Select the Recurrence Frequency at which it should occur.
In the Is Reminder to be Set list, select whether or not you want to set a reminder for this task.
If you select YES, select the date and time for which you want to set a reminder.
7. Select the entity you want to associate with the task from Entity Name field list:
Contact—For more information, refer to the section Contact Entity Name.
Lead—For more information, refer to the section Lead Entity Name.
8. Click + to view the additional fields:
Click Add to enter the following additional information:
Field Name—Name of the user interface field of the Tasks entity that you want to add. The field name should be similar to the field name specified in the API Documentation.
Value—Value for the specified user interface field.
Click Add to enter multiple additional fields.
9. Click Done.
Contact Entity Name
1. In the procedure Using the Create Task Action, follow steps 1 through 6 and in step 7, for the Entity Name field select Contact.
2. Select or specify the Contact ID.
3. Select the Related Entity associated with the task.
4. Select or specify the Related Entity ID from the list.
5. In the Assign to field, select the name of the user whom you want to assign the task to.
6. Click to select the Due Date for the task.
7. Enter a Description for the task you want to create.
8. Continue with step 8 from the Using the Create Task Action procedure.
Lead Entity Name
1. In the procedure Using the Create Task Action, follow steps 1 through 6 and in step 7, for the Entity Name field select Lead.
2. Select or specify the Lead ID.
3. Click + to view the additional fields:
In the Assign to field, select the name of the user whom you want to assign the task.
Click to select the Due Date for the task.
Enter the Description about the task you want to create.
Click Add to enter the additional information present in the user interface of task entity.
Field Name—Name of the user interface field of the Task entity that you want to add. The field name should be similar to the field name specified in the API Documentation.
Value—Value for the specified user interface field.
Click Add to enter multiple additional fields.