Microsoft To Do + Salesforce
Create tasks in Microsoft To Do for updated records in Salesforce
Stay on top of every change within your Salesforce records with this streamlined workflow. Whenever a field is updated in Salesforce, a task will be immediately created in Microsoft To Do. This seamless connection aids in task management, helping ensure no detail is missed, and enabling you to keep your work momentum going without manual data entry. Let technology take care of the routine tasks, so you can focus on what's truly important in your business.
Stay on top of every change within your Salesforce records with this streamlined workflow. Whenever a field is updated in Salesforce, a task will be immediately created in Microsoft To Do. This seamless connection aids in task management, helping ensure no detail is missed, and enabling you to keep your work momentum going without manual data entry. Let technology take care of the routine tasks, so you can focus on what's truly important in your business.
- 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!Create Task
Triggers when a new task is created.
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