Creating or assigning tasks

Creating Tasks

Format Example
"Create a task to follow up with {contact name} at {account_name}{date}?" "Create a task to follow up with Lisa Simpson at Globex next week"

 

 

Assigning a task

Format Example
Assign a task to {salesforce_user} to follow up with {contact_name} at {account_name}{date} Assign a task to Michael Thome to follow up with Lisa Simpson at Globex next week

 

Tips

  • While you do not need to include the account name, doing so will ensure you get more accurate results.
  • Use capital letters for any contact or account names to ensure matching

 

Next Section: Creating logs in Salesforce

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