Task

Use the Task activity to create a task in the Sales and Service Cloud for each Marketing Cloud Engagement contact that reaches this activity. See Marketing Cloud Connect for information about using the Sales and Service Cloud.

Use this activity to do the following:

• Create a Sales and Service Cloud task with pre-populated field values you designate
• Associate the new task to a Sales and Service Cloud Contact or Lead
• Associate related objects, like an account or a campaign, to the new Task
• Automatically assign new tasks to the Contact/Lead owner, Salesforce System User, or a custom-defined user

Note To update an existing task, use the Choose Object activity in the journey and select Task.

1. Drag the Task activity from the canvas activities pane onto the canvas.
2. Hover over the Task activity icon on the canvas.
3. To rename the activity, click Task.
4. Click Configure.
5. On the Configure Task page, populate fields that contain the same value for each new task, like Subject and Reminder Day/Time. Populate only those fields that contain the same data value for each task created.
   1. When populating the Subject field, use variables to create the subject dynamically. Click the Subject field to access variables.
6. Scroll down to designate whether new tasks are related to the Engagement contact who reaches this activity, such as a Contact or a Lead within the Sales and Service Cloud, or no one.
   When selecting the first option, Journey Builder searches for a Sales and Service Cloud contact or lead that matches the Engagement contact in the Interaction. If no matching Sales and Service Cloud contact or lead is found, the task isn’t related to a contact or lead. To associate the task to a Contact or a Lead within the Sales and Service Cloud, use the mapper. Drag a Marketing Cloud Engagement attribute onto the Sales and Service Cloud field that contains a value that matches a value in a Sales and Service Cloud Contact or Lead record field. This mapping is used to identify the correct record. Use the search field to locate a field whose name you know. To select the type of Contact or Lead field desired, use the dropdown menu next to the Sales and Service Cloud search field.
7. Scroll down to designate who to assign the task to: the owner of the associated Contact or Lead, the Salesforce System User, or a user you map to on a subsequent step.
8. Select an option.
9. Click Next.
10. Select a mapping option: Additional Fields or Related Objects.
    1. To map Marketing Cloud Engagement attributes to task record fields, select Additional Fields.
    2. To map a Marketing Cloud Engagement attribute that identifies a Sales and Service Cloud object that is related to the task record, select Related Objects.
    

    Note Only one related Sales and Service Cloud object can be related to a task using this activity.
11. When mapping Additional fields, click an attribute group in the Marketing Cloud Engagement column to locate a specific attribute.
12. Map the Marketing Cloud Engagement attribute fields whose values are mapped from Engagement to the new task record. Use this step to configure fixed values that are identical on each task record.
13. Hover over the name of the data extension to view the path.
14. To map Marketing Cloud Engagement attributes to an existing Sales and Service Cloud field when this record is created, click Map Fields.
15. To map values to an existing Sales and Service Cloud field, click Set Fixed Values.
16. Click Next.
17. Click Done.

Example A marketer intends to associate a case to a task using this activity. The marketer clicks Related Objects. The marketer then clicks an attribute group called Sales and Service Cloud Objects. The marketer clicks through the attribute group to reach the Cases data extension. The marketer locates a data attribute called CaseNumber. Dragging this attribute into the Sales and Service Cloud column of the mapper, the marketer associates the case in the Cases data extension whose ID matches a case in the Sales and Service Cloud. When a new task is created, this case is related to it.