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Template Tasks

By Rotive

Automatically creates tasks based on products in an opportunity.

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Free  

Never requires payment

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Industries
Engineering, Construction, & Real Estate
Financial Services
Professional Services
Business Need
Productivity
Project Management
Process Management
Requires
Sales Cloud
Compatible With
Service Cloud
Marketing Cloud Engagement
Financial Services Cloud

When you sell a product or service, there are tasks to complete afterward. Instead of manually creating repeatable tasks over & over, use Template Tasks to easily create them by clicking a button.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Marketing Cloud Engagement
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Template Tasks/2021 1.0.0
Listed On
08/26/2021
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/20/2021

Additional Details

Automatically creates tasks based on products in an opportunity. There are often tasks that you need to do every time your product or service is sold. With Template Tasks, you create the follow-up tasks once, relate them to your product in Salesforce, and click the button on the opportunity to create those tasks. Manually creating the same tasks over and over is a waste of time. Our simple solution makes it as easy as clicking a button to create those repeatable tasks and save you the hassle.

Need help?

Rotive

Scottsdale, AZ USA

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