topic Re: Dynamic description when creating a SF task from a workflow in Marketing Integrations

Dynamic description when creating a SF task from a workflow

TCrook — Tue, 25 May 2021 22:24:53 GMT

From a workflow, I am creating a Salesforce Task. Within this task, I would like to add the value from one or more contact properties to the task description. The value of this dynamic string would then appear in the Comments field in the Salesforce task.

Is there a way to do this? Or does the description field need to be static?

Re: Dynamic description when creating a SF task from a workflow

TitiCuisset — Wed, 26 May 2021 10:21:33 GMT

Hi @TCrook

Thank you for reaching out

I want to tag some of our experts on this - @Aakar @Drew_Cohen @StefaniUAT do you have any thoughts for @TCrook on this?

Thank you!

Best

Tiphaine

Re: Dynamic description when creating a SF task from a workflow

ATol — Thu, 19 Aug 2021 11:50:35 GMT

I am interested in this too! Is there a solution for this yet?

Re: Dynamic description when creating a SF task from a workflow

alearca — Thu, 19 Oct 2023 15:54:44 GMT

Hi, I'm interested as well. Any hints?

Re: Dynamic description when creating a SF task from a workflow

BérangèreL — Fri, 20 Oct 2023 10:56:36 GMT

Hi @alearca, I hope that you are well!

Thanks for asking our Community!

I checked for you and I have found this similar idea already submitted: "Ability to insert Personalized Token data into a Salesforce Task description".

I'd recommend supporting the Idea with an upvote and explaining your use case in the comments.

Our product team uses that forum to collect ideas on how we can improve the product for our customers.

Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels as well as their own vision to understand what features will be most valuable.

I'd like to ask our experts to join this conversation : Hi @Teun, @miljkovicmisa and @HFisher7 do you have any workarounds to share with @alearca, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks in advance and have a beautiful day!

Best,
Bérangère

Re: Dynamic description when creating a SF task from a workflow

HFisher7 — Mon, 30 Oct 2023 10:09:53 GMT

@BérangèreL - I don't I am afraid. It believe is possible to create a Salesforce task via API (as detailed here) so I'd guess it wopuld be possible to create a custom-coded workflow action, complete with personalisation tokens to acheive this.