Create SFDC Task Marked as Completed

Forum|Forum|8 years ago
March 9, 2018
2 replies
3678 views

Hi Guys,

Im trying to create a SFDC task when someone fills out a specific form, but I want it marked as completed from the start so it basically sits on their activity history. The form has a comments box and they want any comments to be captured in the leads activity history permanently. I have created a task using a Marketo Flow action but the thing is, when I fill in the form and in populates in SalesForce it shows as "In Progress" even though I have set the status to "Completed". Has anyone else had this problem? I tried messing the the "Due in" field but that doesn't seem to make a difference. See screenshots below.

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Grégoire_Miche2

Level 10

HI Gerard,

Never tried this one. I'll run a test when I have 5 minutes

-Greg

Gerard_Donnell4Author

Level 9

Thanks @Grégoire Michel

David_Lyons

Level 2

Try leaving the Due In field empty instead of using a value of 0. We create completed activity records this way all the time and that's the only difference I see between your flow step and ours. The 0 may be overriding the status because it's calculating a due date of today.

Gerard_Donnell4Author

Level 9

Hi @David Lyons,

Thanks for the suggestion. I tried leaving it blank and it automatically gives it a 5 day due date. I will chase up with our CRM admin encase this is a default setting he has applied on the SFDC side.

Thanks,

Gerard

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