Microsoft To Do + Salesforce
Complete tasks in Microsoft To Do when records are updated in Salesforce
Keep your tasks up-to-date with this seamless workflow between Salesforce and Microsoft To-Do. Whenever a record is updated in Salesforce, this automation will ensure that the corresponding task in Microsoft To-Do is marked as complete. Stay organized and efficient without having to manually update your tasks across multiple platforms.
Keep your tasks up-to-date with this seamless workflow between Salesforce and Microsoft To-Do. Whenever a record is updated in Salesforce, this automation will ensure that the corresponding task in Microsoft To-Do is marked as complete. Stay organized and efficient without having to manually update your tasks across multiple platforms.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Complete Task
Marks a task as complete.
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