How do I specify which SharePoint items become Salesforce tasks?

You can filter items based on criteria such as task priority or status. DryMerge will ensure only the relevant items are processed.

Can I customize which details are turned into Salesforce tasks?

Yes, you can specify the SharePoint fields that should be included in the Salesforce tasks. DryMerge will handle the setup for you.

Who benefits from this automation, and how?

Project managers and sales teams use this to ensure task visibility and management across SharePoint and Salesforce, improving workflow and accountability.

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Microsoft SharePoint + Salesforce

Create Salesforce Tasks from SharePoint List Items

Simplify reporting by creating Salesforce tasks from new SharePoint list items. This automation helps ensure critical tasks tracked in SharePoint are also visible in Salesforce for better management.

New SharePoint List Item

Triggers when there are new items in SharePoint list.

Create Salesforce Tasks

Creates tasks in Salesforce.

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Create Salesforce tasks from SharePoint list items

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce tasks from SharePoint list items"

Sure! Connecting

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

About Microsoft SharePoint

Microsoft SharePoint is a web-based collaborative platform integrated with Microsoft 365. Create, store, organize, and share information within your organization to enhance team collaboration and document management.