Salesforce Advanced Administrator Certification Guide

Task actions

This kind of automated action is quite straightforward; it is used to create a new task assigned to a specific user.

Here it is an example of a task action:

Example of task action

A new task is created with the following:

• Task owner: This can be an object owner, a specific user (internal or partner), or a role (internal or partner).
• Task Subject: free text to add a subject to the task
• Due Date: Select a specific date (trigger date, target/related object date fields, or user date fields) plus/minus a predefined amount of days.
• Status: Taken from the task status field.
• Priority: Same as the status.
• Comments: free text for task ...