Create TMetric Task for new Salesforce Opportunity

This integration selects new Salesforce opportunities and imports them to TMetric as tasks.

Note: It does not import pre-existing Salesforce opportunities to TMetric tasks.

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 AssigneeId field, specify the email of TMetric member who will work with the task instead of Enter TMetric member's email....
   3. For the ProjectId field, specify the name of TMetric project within which the task will be executed instead of Enter your Project name....
   4. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

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