Tool

Create task

The Salesforce REST API Create Task tool enables users to efficiently create and manage tasks in Salesforce directly through API calls. It streamlines task scheduling, prioritization, and description management within Salesforce workflows.

Salesforce

Features

  • Create tasks with specified priority levels such as High, Normal, or Low.
  • Set tasks as recurring or one-time events using the IsRecurrence flag.
  • Define task subtypes including Task, Email, ListEmail, Cadence, Call, and LinkedIn.
  • Assign due dates to tasks using the ActivityDate parameter for precise scheduling.
  • Option to enable advanced properties for fuller customization of task details.

Benefits

  • Boost productivity by automating task creation within your Salesforce environment.
  • Enhance task management accuracy with clear priority and subtype classifications.
  • Improve follow-up and customer engagement through scheduled and recurring tasks.
  • Save time by integrating task creation into business workflows seamlessly.
  • Gain flexibility with advanced properties for detailed task customization.

Description

Creates a task. See the documentation

Parameters

6 parameters

NameTypeDescription
IsRecurrenceboolean

Indicates whether the task is scheduled to repeat itself (true) or only occurs once (false).

TaskSubtypeenum

The subtype of the task.

ActivityDatestring

Represents the due date of the task.

Descriptionstring

A text description of the task.

Priorityrequiredenum

Indicates the importance or urgency of a task, such as high or low.

useAdvancedPropsboolean

Set to true to see all available props for this object.

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