Task

This guide outlines the various operations you can perform for managing Tasks in Salesforce using the Salesforce connector. These operations facilitate automation and improve your task management processes.

1. Create Tasks Operation

Overview

Automate the creation of a new Task in Salesforce.

Subject: The subject of the Task (String, required).
What ID: The ID of the related object (e.g., Opportunity, Lead) (String, required).
Due Date: The date the Task is due (Date, optional).
Status: The status of the Task (e.g., Not Started, In Progress) (String, optional).
Example JSON Payload
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{
"Subject": "Follow up with client",
"WhatID": "0061t00000XYZ123456",
"DueDate": "2024-10-15",
"Status": "Not Started"
}

2. Task Delete Operation
   Overview
   Automate the deletion of an existing Task.

Task ID: Specify the unique identifier of the Task to delete (String, required).
Example JSON Payload
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{
"TaskID": "00T1t00000XYZ123456"
}

3. Get Tasks Operation
   Overview
   Retrieve detailed information about a specific Task.

Task ID: Specify the unique identifier of the Task (String, required).
Example JSON Payload
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{
"TaskID": "00T1t00000XYZ123456"
}

4. Get Many Tasks Operation
   Overview
   Fetch multiple Tasks based on specified criteria.

Filters (Optional): Define criteria to filter Tasks (Object).
Example JSON Payload
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{
"Filters": {
"Status": "In Progress"
}
}

5. Get Task Summary Operation
   Overview
   Obtain a summary of all Tasks you have access to.

User ID (Optional): Specify a User ID to filter Tasks (String).
Filters (Optional): Additional filtering criteria (Object).
Example JSON Payload
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{
"UserID": "0051t000000XYZ123456",
"Filters": {
"DueDate": {
"gte": "2024-10-01"
}
}
}

6. Task Update Operation

Overview

• Modify existing attributes of a Task.
• Task ID: Specify the unique identifier of the Task (String, required).
• Fields to Update: Specify which fields to change (Object, required).

Example JSON Payload

{  
  "TaskID": "00T1t00000XYZ123456",  
  "FieldsToUpdate": {  
    "Status": "Completed",  
    "DueDate": "2024-10-10"  
  }  
}