Create Task
Use the Create Task action to create a task in your Salesforce account.
Complete the following steps to use the Create Task action in your workflow:
1. Drag the Create Task action under Salesforce to the canvas, place the pointer on the action, and then click or double-click the action. The Create Task window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
3. To add a Salesforce connector type, refer to Supported Salesforce Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the Runtime Connector field, provide a valid Salesforce connector name. For more information about MAP CONNECTOR, see Using Map Connector.
6. In the Subject field, provide the name of the task that you want to create.
7. Select the Priority and Status of the task.
8. In the Create Recurring Task list, select whether you want to create a recurring task:
Select NO if you do not want to create a recurring task.
Select YES, and do the following:
1. In the Recurrence Start Date and Recurrence End Date fields, click to set the recurrence start and end dates.
2. In the Time Zone list, select or specify the time zone associated with the recurring task.
3. In the Recurrence Frequency list, select the frequency at which the task should recur.
9. In the Is Reminder to be Set list, select YES if you want to set a reminder for the task; otherwise select NO.
10. If you have set Is Reminder to be Set to YES, then set the Date of Reminder and Time.
11. In the Entity Name list, select the entity that you want to associate with the task:
Select Contact, and do the following:
1. In the Contact ID list, select the ID of the contact that you want to associate with the task.
2. In the Related Entity list, select the related entity that you want to associate with the task.
3. In the Related Entity ID list, select the ID of the related entity that you want to associate with the task.
Select Lead, and in the Lead ID list, select the ID of the lead that you want to associate with the task.
12. Click Show additional fields.
13. In the Assign to list, select or specify the name of the user to whom you want to assign the task.
14. In the Due Date field, click to set the due date of the task.
15. Provide a Description for the task.
16. Select Form to provide inputs for individual input fields listed in the form, or select Assign JSON to specify a single JSON with all required inputs.
If you chose Form
Under the Additional Fields section, click Add, and do the following:
a. In the Field Name field, provide the name of the Task entity UI field that you want to add. The field name should be similar to the field name specified in the API Documentation.
b. In the Value field, provide the value for the specified field.
Click Add to add multiple field name-value pairs. Click to delete any field name-value pair that you added.
OR
If you chose Assign JSON
In the Additional Fields field, enter all required inputs in the [{"name":"string", "value":"string"}] format.
17. Click Done.
Output schema
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