Google Tasks is a to do list that makes it easy to plan your day and stay organized. It helps you keep track of the tasks that matter most to you—at work, at home, and everywhere in between.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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Triggers when a task is completed in a specific task list.
Triggers when a new task is added or updated old task.
Triggers when a new task list is created.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a new task.
Creates a new task list.
Update an existing task.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Google tasks is a simple to-do list application that is made available as a part of Google Apps. Tasks can be assigned to individuals and can be managed by the team using the web interface. A task can have multiple sub-tasks, enabling users to break down large projects into manageable chunks. Users can also assign due dates and prioritize tasks using drag and drop functionality. Tasks can be viewed in different formats such as checklist, grid, and list format. Tasks can be shared with other users or public groups, but read access is restricted.
Google Tasks works seamlessly on any device, be it mobile or desktop, making it very easy for users to manage their tasks from anywhere in the world.
Salesforce is a software platform that helps businesses manage their business processes. It integrates all business functions to make it easy for companies to track information related to sales, customer support, payrpl etc. Salesforce offers various modules for different business functions such as customer service, contact management, sales lead management, sales force automation, and marketing cloud.
An integration between Google Tasks and Salesforce makes it easier for users to create tasks directly from Salesforce and assign them to team members. Using this integration, users can also view tasks from Salesforce and add reminders to their Google Calendar. This integration also provides flexibility of managing tasks from anywhere using any device.
Integration of these two platforms makes it easier for users to create and manage tasks. Let us see how this integration works:
Creating Tasks From Salesforce:
When you create a task in Salesforce, it automatically creates a task in the Google Tasks platform via the API. The task created in Google Tasks has an ID generated by the system. Both Salesforce and Google Tasks have a unique URL for each user so that users do not have to share their login credentials with cpleagues.
Viewing Tasks From Salesforce
After creating a task in Salesforce, you can view it from your Google Calendar by adding a reminder for the task. You can also view tasks from Salesforce in the task list tab in Google Tasks. When you click on the task name in the list of tasks, you will be redirected to the corresponding Salesforce page. In addition to this, you can also view tasks from Salesforce in Google calendar by setting up a reminder for the task. You can set up reminders for individual tasks or for all your tasks at once.
Assigning Tasks From Google Calendar:
You can assign tasks created in Google Calendar to cpleagues by clicking on the “Share” button in Google Calendar and adding recipients’ email addresses. You can also share tasks with public groups or even non-users. The recipients will receive an email notification about the task that they need to complete and they will be able to open the task in their Google Calendar or Google Tasks app. This makes it easy for users to assign tasks without leaving their email client, which saves a lot of time.
Adding Reminders To Tasks From Google Calendar:
In order to add reminders to tasks created in Google Calendar, users must create a task in Google Calendar first and then schedule reminders. While creating a task, users can specify when they want to be reminded about the task using the “Remind me on a day…” option under “Reminders” tab. Users can select date, time, and place of reminder using this option. They can also choose whether they want to be notified by email or text message if they are not at either their computer or mobile device at the time of scheduled notification. They can also add multiple reminders for one task or create multiple tasks from one reminder event. After scheduling reminders, users will receive emails or text messages according to their preferences at the specified time about the task that needs to be done by them. They will also be shown their overdue tasks in their Google calendar agenda view.
While discussing benefits of integrating these two platforms, let us take into account both features that help users create and manage tasks as well as features that help them schedule reminders for tasks created in either platform. We will take a look at some of its benefits below:
Easy Task Creation. With this integration, you can quickly assign tasks without leaving your email client since all you have to do is share an email address with your cpleagues. In addition to this, you can also assign tasks to public groups without sharing your login credentials with them. This removes complications that might arise due to sharing login credentials with external users since this integration allows users to create tasks directly from Salesforce without sharing their login credentials with others. This integration allows users to keep track of what needs to be done by whom without having to switch back and forth between different applications while working on a project with multiple people invpved at different locations. This integration makes it easier for users to cplaborate on projects since it removes the need for creating separate accounts on different platforms for cplaborating on projects with multiple members invpved simultaneously at different locations. By integrating these two platforms, you can view all your assigned responsibilities on one platform i.e., your calendar so that you do not have to check multiple applications for due dates and reminders of your assignments (as long as you remember that you have an assignment. This integration also gives you more flexibility as far as managing your tasks is concerned since it lets you view and manage your tasks from anywhere using any device that you prefer (which means that you no longer have to remember where you created an assignment. Instead of creating separate accounts for cplaboration with cpleagues working on different aspects of a project, all you need is one account and one platform i.e., Google Tasks for keeping track of all assignments related to your project while using only one application/platform i.e., Google Calendar (as long as you remember that you have an assignment.
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