Salesforce | Voters

Salesforce

Vic K

Com
Mar 03, 2018 23:47
Hi.
Salesforce is the absolute best CRM/platform out there. But their task management totally s-ks (I don't normally use bad words, but it really does).
If you add Salesforce tasks you would get us and many more customers. I promise.
How can we help to make this happen?

February 29, 2020

Sonny Wilkinson

Would love to know if there has been any thought from the Pleexy team to move this forward. It'd be an absolute KILLER integration.

Mariusz Holda

100% !!! everyone complaining salesforce Tasks . Please ADVICE !!!!!

Denise Rebollido

Merged in a post:

salesforce

Mariusz Holda

July 27, 2021

Vic K

Com
Mar 04, 2018 14:22
Hi Vic.
We want all tasks that are
Tasks (not event)
Open
Fields
Assigned to (using email to match)
Description as first comment
Created by (using email to match)
Due Date (okay if you do not support recurrent tasks)
Subject
Status
Both Close and change status to Completed. Same thing but you fields in Salesforce.
Of course we would like to select the project on todoist during setup.
Anything else you need from us. From you roadmap, what could be a rough schedule release for this?
Matti

Sonny Wilkinson

Vic K: this is exactly what my team would need as well. Would love to see something like this!

Vic K

Vic K
Mar 04, 2018 12:39
(assign)
Hi Com,
Thank you for reaching out with suggestions. We have Salesforce in our roadmap and can prioritize it higher if that's what your team need.
What would be really helpful if you described your flow/scenario a bit. Specifically:
by what criteria you would like to select tasks from Salesforce
what fields need to be synchronizaed
when task is closed in todoist, what action would make sense to you in Salesforce(close, change status and so on).
That would help us to put a spec for this connection faster.
Vic
Vic K