Create Salesforce CRM task
The Create Salesforce CRM task step creates a task in Salesforce. Use it to route automation findings into CRM follow-up workflows.
Configuration​
| Field | Required | Description |
|---|---|---|
| Subject | No | Task subject. Supports variables. |
| Description | No | Task description. Supports variables. |
Input Variables​
Subject and Description can use upstream values such as {{chat1.completion}},
{{compose1.text}}, or {{memory1.share_url}}.
Output Variables​
This step does not expose reusable output variables.
Example​
Create a Salesforce task with subject Customer follow-up for {{today}} and
description {{compose1.text}}.