Create a Task Activity in Journey Builder

Configure a Sales and Service Cloud activity in Journey Builder.

  1. ClickCreate New or select a record to update during the journey.
  2. Map the object fields using Marketing Cloud Engagement attributes and Sales and Service Cloud fields.
    Special Fields for Mapping
    Field Required, Recommended, or Optional Description
    Priority Required This Task field must be assigned when creating a record.
    Status Required This Task field must be assigned when creating a record.
    Assigned to ID Recommended This field designates who to assign the task to. Selecting System User assigns the task to the Salesforce System user that is set up during the Marketing Cloud Connect integration. To map to the owner of a specific task, use the Owner ID from the event. If this field isn’t mapped, it defaults to the System User.
    Name ID Recommended This field associates a task with a contact or lead. Map to the Lead ID or Contact ID to select the correct record. Map to Person in the Journey for a quick configuration.
    Related to ID Optional This field associates a task with numerous object records such as case, account, order, or campaign.
    Subject Recommended This field describes the task.
  3. Optionally, enter a name, and then save.