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Mar 13, 2025 9:03:56 AM
Mar 18, 2025 6:50:00 AM
The new Create Task block in the Salesforce connector in Qlik Application Automation can be used to create tasks and assign them to opportunities, users, and accounts. This allows you to provide critical insights to your sales team and compel them to take action. This article explains how this block can be used to create tasks for open renewal opportunities from within a Qlik app.
Content
Prerequisites
For this example, we'll use a Qlik Analytics app containing upcoming renewal opportunities from Salesforce, which has already been configured with a button triggering an automation. More information on configuring an app with a button is available in Configuring the button with custom parameters.
More information on the Salesforce connector in automations is available in Getting started with the Salesforce connector.
Setup
App
The example app uses variable input charts to collect the subject, description, and assignee for the task. The button is configured to send these variables together with the selected opportunity id to the automation.
Automation
- Start with a blank automation and copy the Inputs block from the app button's configuration
- Paste the Inputs block into the automation editor and connect it to the Start block.
- Add a Create Task block from the Salesforce connector and configure it with the values from the Inputs block.
- Select an opportunity in the app, provide values for the variables, and then click the button to run the automation.
- This will trigger the automation and create the task in Salesforce:
Related Content
The information in this article is provided as-is and will be used at your discretion. Depending on the tool(s) used, customization(s), and/or other factors, ongoing support on the solution below may not be provided by Qlik Support.
