Create new TMetric Task from Salesforce Task

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

1. Select or create connections: Salesforce connection for Source and TMetric connection for Target.
2. Provide the necessary information for the integration execution:
   1. Open the import task.
   2. 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....
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

• To create TMetric tasks from specific Salesforce tasks, configure filters in the task editor.