What does this Salesforce automation do?
A completed Taskade task updates the matching Salesforce record with the latest status.
What can you do with it?
- Keep CRM status current
- Update once instead of in two tools
- Preserve the delivery record in Salesforce
The Steps
This automation runs in 2 steps:
- When Taskade — Task Completed
- Then Salesforce — Update Record
Who is this automation for?
Built for teams delivering work tracked in Salesforce. A completed Taskade task updates the matching Salesforce record with the latest status.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Task Completed" from Taskade.
- Add the action "Update Record" from Salesforce.
- Connect your Salesforce account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.