Create Salesforce CRM task
The Create Salesforce CRM task step creates a task in Salesforce. Use it to route workflow findings into CRM follow-up workflows.
Configuration​
| Field | Required | Description |
|---|---|---|
| What ID | Yes | ID of the Salesforce record associated with the task. Supports variables. |
| Subject | Conditional | Task subject. Supports variables. Either Subject or Description is required. |
| Description | Conditional | Task description. Supports variables. Either Subject or Description is required. |
| Activity date | No | Task activity date. Supports variables. |
Input Variables​
All configuration fields can use upstream values such as
{{chat1.completion}}, {{compose1.text}}, or {{account.id}}.
Output Variables​
This step does not expose reusable output variables.
Example​
Create a Salesforce task for record {{account.id}} with subject
Customer follow-up for {{today}}, description {{compose1.text}}, and
activity date {{today}}.