How to Automate Export of Tasks from Salesforce

Published 17 June 2019

Description

Automatically download tasks from Salesforce on a regular basis. Setup the export once, and have the task data delivered to you on your preferred schedule.

1. Connect your Salesforce account

2. Choose how often to run the export, and where you wish to receive the data - such as, Google Sheets, Dropbox or email

3. Select the columns you wish to include, and apply any filters you need

4. The export will run on the schedule you selected, and delivered to your preferred destination

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