Take Action: Create Salesforce Tasks

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Context

The Create Salesforce Task action allows you to create tasks in Salesforce directly from Demandbase.

Important: Salesforce prevents actions from being taken on more than 100 accounts or people at a time. The limit only applies to the Take Action functionality. If you have the Orchestration solution, you can use Automations without this limitation.

Prerequisites/Preparation

Demandbase Salesforce Integration.

Steps

  1. Select accounts or people to create Salesforce tasks for and click Take Action.
  2. In the right Take Action section, select the CRM tab and click Create Salesforce Task.
    Take_Action_Salesforce_Task.png
  3. Enter a Subject or click +{{ Token }} to use a token in your subject line to help define the subject. Tokens allow you to write the value from one field to another.
  4. From the Assignee drop-down list, select a Salesforce user to assign the task to.
  5. In the Due in Day(s) field, enter the number of days the assignee has to complete the task.
  6. Enter a Comment or click +{{ Token }} to use a token in your subject line to help define the subject.
  7. Click Confirm.

Outcome

Demandbase sends a request to Salesforce to create and assign tasks for the accounts or people selected.

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