Task Management Automation in Salesforce

• Automate task creation in Salesforce based on user input.
• Retrieve and display all tasks for better visibility and management.
• Update task details automatically to ensure accurate information.
• Delete tasks that are no longer needed to maintain a clean task list.

Initiate the workflow by clicking 'Execute workflow'. Create a new task in Salesforce with specified details. Retrieve all existing tasks to provide an overview. Update specific task information as needed. Delete tasks that are marked for removal.

1. 1
   Import the workflow template into your n8n instance.
2. 2
   Connect your Salesforce account with the appropriate credentials.
3. 3
   Modify any task parameters as needed for your specific use case.
4. 4
   Test the workflow by executing it to ensure all actions perform as expected.