Salesforce Custom Object Mapping: Task Mapping

When configuring a Salesforce Custom Object Mapping, you can choose what Task VanillaSoft will send data to Salesforce and create Mappings to store the information correctly. Task Mapping defines what information passes for all Call History entries. It also controls mapping for Callbacks and Appointments that trigger open Tasks to be created. For more information on Activities Configuration, please refer to our Salesforce Custom Object Mapping: Activities Configuration article.

 

Salesforce Custom Object Mapping: Salesforce Task Mapping

  1. Log in to VanillaSoft as an Admin.
    Login.jpg
  2. Select the desired Project.
    Project.jpg
  3. Under Integration, click on Salesforce Integrations.
    Salesforce.png
  4. Select the desired Integration.
    integration_select.png
  5. Go to Activities (Tasks/Events) and check the boxes to enable.
    taskchecks.png
  6. Select Task for the type of Activities to create.
    taskselect.png
    • You can also Enable Call History Export to send Call History information to Salesforce. taskhistory.png
  7. Go to Salesforce Task Mapping and click on Edit Mapping.
    taskmapping.png
  8. Click on VanillaSoft Field to choose the data to send from VanillaSoft.taskfield.png
    • If No Field - Uses Default Value is selected, enter in a Default Value. taskdefault.png
  9. When Mapping is done, click on Apply.taskapply.png
  10. When done, click on Save.activeconfiguration.png

 

Learn more about Salesforce Custom Object Mapping from the articles below:

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