Microsoft To Do + Salesforce
Complete tasks in Microsoft To Do for updated records in Salesforce
Effortlessly stay on top of your tasks with this easy-to-use workflow that connects Salesforce and Microsoft To Do. Whenever a field is updated on a record in Salesforce, this automation promptly marks the corresponding task as complete in Microsoft To Do. Save time, maintain organization, and never miss an important update from your Salesforce data again.
Effortlessly stay on top of your tasks with this easy-to-use workflow that connects Salesforce and Microsoft To Do. Whenever a field is updated on a record in Salesforce, this automation promptly marks the corresponding task as complete in Microsoft To Do. Save time, maintain organization, and never miss an important update from your Salesforce data again.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Complete Task
Marks a task as complete.
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