Creation Method

How do you want the task to be created?

In this section you will enter the following fields:

• Creation Method:

  • Option 1: Salesforce Report

  • Option 2: Consecutive Task

Salesforce Report

If you choose to create QTasks using a Salesforce report, then you need to specify which Salesforce Report to use, the primary object type of the report and how often you want the report to be run.

Please note that Salesforce only allows 500 report runs every hour. Setting the Frequency to 30 minutes would give you a maximum of 250 QTypes that can be initiated using a Salesforce report.

If you set the Primary Object to Custom Object, you need to enter the API name of the Custom Object. You must also create a lookup field on the QTask object to reference the custom object and add it to the custom metadata setting mapping. Please see using custom objects section.

Consecutive Task