Add Automation Actions to Create Salesforce Tasks

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Context

When you create an Automation, you can add an action to create Salesforce tasks from the Actions tab. For example, you can create tasks for sales when an account reaches MQA status or when an executive at a target account views a pricing page.

The actions you can add depend on the member type (Account or Person) selected for an Automation. See Automation Actions

Prerequisites/Preparation

You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.

You have the Demandbase Orchestration solution.

Demandbase Salesforce Integration.

Steps

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click Create New to create a new Automation or click the name of an existing Automation.
  3. Click the Actions tab and click the plus icon.
    Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
    Automation_Action_Account.png
  4. In the Add Action window, select the CRM tab and click Create Salesforce Task.
  5. In the Create Salesforce Task window, enter the following:
    • Subject: Enter a subject or click + {{ Token }} to use a token to help define the subject. Tokens allow you to write the value from one field to another.
    • Assignee: Select a Salesforce user as the assignee.
    • Due in Day(s): Enter the number of days the assignee has to complete the task.
    • Comments: Enter a comment or click + {{ Token }} to use a token to help define the comment. Tokens allow you to write the value from one field to another.
      Automation_Create_Salesforce_Task.png
  6. Click Save.

Outcome

When the Automation runs, Demandbase identifies accounts or people that meet the Selector criteria and creates tasks in Salesforce for the assignees.

Next Steps

Click the Scheduler tab to set up the schedule and frequency for the Automation to run.

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