Do you want to create a Task in salesforce? I will also explain how to create a task in salesforce. We will also discuss, how to create a field task in salesforce. Also, we will cover these topics.
- How to create task in salesforce
- How to create a task in salesforce lightning
- How to create a task in salesforce classic
- How to create object task in salesforce
- How to create a task field in salesforce
- How to create workflow rule task in salesforce
How to create a task in salesforce
A task is defined as a piece of work to be done or a unit of performance. It is usually allotted a piece of work often to be finished within a certain time. A task is the basic unit of programming that an operating system controls.
Let us try to understand, What is a task in the salesforce.
Salesforce tasks are a platform for a to-do list. It retains the running track of time-sensitive, recurring, and follow-up tasks.
Every Salesforce task is related to any of the Salesforce objects. Tasks are connected to Accounts, Leads, campaigns, contacts, etc.
Now, we will step by step, how to create a task in salesforce lightning and in salesforce classic.
How to create a task in salesforce lightning
Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options.
The USA-based company has created a feature called a task. Salesforce tasks are a platform for a to-do list. It retains the running track of time-sensitive, recurring, and follow-up tasks.
Follow the below steps on How to create a task in salesforce lightning:-
Step1: From the Home tab, find the task that is present on the nav bar. Click on the task dropdown arrow and press the New Task option.
Step 2: After clicking on the New Task option, the Task information is open fill in the information. Enter the Subject name and then fill in the due date and after that choose the priority.
Choose the Status as the priority basis and then fill in the Related To option and then click on the save option.
Step 3: After clicking on the Save button and you can see that the Task is created Related To Burlington Textiles Corp of America.
This is how to create task in salesforce lightning.
Read How to Import Data into Salesforce
How to create a task in salesforce classic
Salesforce classic is the traditional user experience of salesforce and before the salesforce lightning was introduced, it was the only salesforce experience.
Follow the below steps on How to create a task in salesforce classic:-
Step1: From the Home tab, find the task that is present under the Create New tab. Click on the drop-down arrow of Create New tab and you can see that the task option is present. Click on the task.
Step 2: After clicking on the task, the New task Page is opened, and fill in the Task information. Enter the Subject name USA Expense and then fill in the due date and after that choose the priority.
Choose the Status as the priority basis and then fill in the Related To option and then click on the save option.
Step 3: After clicking on the Save button and you can see that the USA Expense Task is created Related To Burlington Textiles Corp of America.
So, with this, we understand how to create task in salesforce classic.
Read How to Create a related list in salesforce
How to create object task in salesforce
Custom objects are the objects that are created by the users. The information shared by the custom object is vital to their organization.
Salesforce tasks are a platform for a to-do list. It retains the running track of time-sensitive, recurring, and follow-up tasks.
Every Salesforce task is related to any of the Salesforce objects. Tasks are connected to Accounts, Leads, campaigns, contacts, etc.
Follow the below steps on How to create an object task in salesforce:-
Step 1: Go to the Home, and click on the Accounts object that is present on the nav bar.
Step 2: After clicking on the Accounts option, under the Accounts option there is Burlington Textiles Corp of America. Click on it.
Step 3: After clicking on the Burlington Textiles Corp of America, there is a New task option on the left side. Click on it.
Step 4: After clicking on the New task, fill in the information in the Task information. Enter the Subject name Call and then fill in the due date and after that choose the priority.
Choose the Status as the priority basis and then fill in the Related To option and then click on the save option. After clicking on the save option the New task is created.
Read How to delete schema builder in salesforce
How to create a task field in salesforce
Fields in the salesforce display the data keeps in the columns of a relational database. It clasps the information that we need for a particular object. We can add different types of data based on the important data types that are available.
Follow the below steps on how to create a task field in salesforce:-
Step 1: From the Home tab, find the task that is present on the nav bar. Click on the task dropdown arrow and press the New Task option.
Step 2: After clicking on the New Task option, the Task information is open fill in the information. Enter the Subject name USA Stationary and then fill in the due date and after that choose the priority.
Choose the Status as the priority basis and then fill in the Related To option and then click on the save option.
Step 3: After clicking on the Save button and you can see that the USA Stationary Task fields are created.
So, with this, we understand how to create a task field in salesforce.
Read How to Create Record Type in Salesforce
How to create workflow rule task in salesforce
The workflow rule in salesforce is defined as the important vessel that contains the set of workflow instructions. It is used as an automated standard internal procedure to save time.
Follow the below steps on how to create an object task in salesforce:-
Step 1: Go to the setup, enter the workflow rules in the Quick Find Box and click on it.
Step 2: After clicking on the Workflow rules, the workflow rules page is open. Scroll down and click on the continue option.
Step 3: After clicking on the continue, on the next page there is a New Rule option. Click on the New Rule option.
Step 4: After clicking on the New Rule option, the New Workflow Rule Page is open. Select the object to which this workflow rule applies. Here we are selecting the Contact and click on next.
Step 5: Here we are creating a task that is associated with one more workflow rule, fill in the subject as New Task for USA web contacts and then enter the due date after that mention the priority, and then click on save.
Step 6: After clicking on the save option you can see that the Workflow rule task for contacts is created.
This is how we understand how to create workflow rule task in salesforce.
Conclusion
In this tutorial, we have learned how to create a task in salesforce, and also we have covered how to create a workflow rule task in salesforce. This can be performed on both salesforce lightning and salesforce classic.
- How to create a task in salesforce
- How to create a task in salesforce lightning
- How to create a task in salesforce classic
- How to create object task in salesforce
- How to create a task field in salesforce
- How to create workflow rule task in salesforce
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