18 March 2025

Create Tasks in Salesforce and compel your sales team into taking action through Qlik Application Automation

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The new Create Task block in the Salesforce connector can be used to create tasks in Salesforce and assign them to opportunities, users, and accounts. This allows you to compel your sales team to take action based on analytics insights. For example, creating tasks for open renewal opportunities for customers who are ready for an upsell.

For more information, see Create tasks in Salesforce with Qlik Application Automation.

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Barry has over 20 years experience as a Data & Analytics architect, developer, trainer and author. He will gladly help you with any questions you may have.