Enable Merge Fields on Creation of Salesforce Task in Pardot - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
200  Points
Open
Idea has been posted. Give it an upvote or downvote.

Enable Merge Fields on Creation of Salesforce Task in Pardot

Salesforce Alignment

When creating a Salesforce task in Pardot using automation rules or completion actions, there is currently no way to insert field values into the task comments to provide specific direction to users. I would like to be able to compose a note to the assigned user pulling from field values from the form that was completed.

This would be particularly useful when a form includes a field for comments or questions. Populating the comment or question directly within the task would streamline the subsequent outreach.

Merge Idea · Flag

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.