This integration selects new Salesforce tasks and imports them to TMetric.
Note: It does not import pre-existing Salesforce tasks to TMetric tasks.
Note: For best results users in Salesforce should be pre-synced with workspace members in TMetric.
How to Set Up
- Select or create connections: Salesforce connection for Source and TMetric connection for Target.
- Provide the necessary information for the integration execution:
- Open the import task.
- In Mapping Definition of your import task, for the ProjectId field, specify the name of TMetric project within which the task will be executed instead of Enter your Project name....
- Save the task.
- Specify the schedule on which the integration will run automatically.
- To create TMetric tasks from specific Salesforce tasks, configure filters in the task editor.