Connecting to Salesforce is unique to your Salesforce configuration and your business needs. The documentation below is built to demonstrate a generic implementation. Clients may want to consult their CRM administrator to gather appropriate details and settings.
Within the “Action” section, choose “Salesforce”
Within the “Event” section, specify your Event. Events can be one of the available options based on business needs
Select your Salesforce account
Set Up Action
Salesforce Object: Select the appropriate object
Field to Search By: Multiple options are available such as:
Email
Mobile number
Etc.
Set up Due Dates for tasks
Use this field: {{zap_meta_human_now}}
Test Your Action
Troubleshoot
Complete Setup
If you are struggling to get tasks to appear within the account, set up the due date field within Zapier with the zap_meta_human_now tag set to the current date.
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