Log Task On Account
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Recipe · 2 steps
Log Task On Account
Locate an Account and log a follow-up Task against it.
- Query for the Account by name.
- Create the Task linked to the matched Account via WhatId.
What you'll need to have ready
- accessToken: OAuth 2.0 access token used as the Bearer credential.
- accountName: Account Name to match in the SOQL WHERE clause.
- taskSubject: Subject line of the Task to create.
- taskStatus: Status of the Task (e.g. "Not Started").
- taskPriority: Priority of the Task (e.g. "Normal").
- activityDate: Due date of the Task (YYYY-MM-DD).
For your developer
Arazzo workflow salesforce-sales-cloud:log-task-on-account, 2 operations: executeSOQLQuery → createSObjectRecord. Specs on APIs.io.