> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Salesforce Task

> Create a follow-up task in Salesforce as contacts progress through a workflow.

The Create Salesforce Task node creates a Salesforce task linked to the contact's record so your team can follow up. Use it to prompt sales action when a contact reaches a key step in the workflow.

## Prerequisites

You must connect your Salesforce account in **Settings > Integrations** before using this node.

## Configuration

| Setting         | Description                                                                                                             |
| --------------- | ----------------------------------------------------------------------------------------------------------------------- |
| **Owner**       | The Salesforce user who owns the task. Defaults to the authenticated account.                                           |
| **Priority**    | Task priority level.                                                                                                    |
| **Status**      | Task status (e.g., Not Started, In Progress).                                                                           |
| **Subject**     | The task subject line. Supports [Liquid templating](/product-docs/liquid/overview) — type `/` to insert dynamic values. |
| **Description** | Task description. Supports [Liquid templating](/product-docs/liquid/overview) — type `/` to insert dynamic values.      |
| **Due**         | Optionally set a due date for the task.                                                                                 |
| **Remind**      | Optionally set a reminder for the task owner.                                                                           |

<Info>
  Text inputs in this node support [Liquid templating](/product-docs/liquid/overview). Type `/` in any text field to open the command menu and insert liquid expressions, contact fields, or tokens.
</Info>

## Behavior

* The node executes once per contact as they pass through.
* The task is created before the contact advances to the next node.
* If the Salesforce connection is inactive or the action fails, the contact continues to the next node.

## Use cases

* **Sales follow-up** — create a task for the account owner when a high-intent contact reaches a key step in the workflow
* **Handoff reminders** — prompt a rep to reach out after a contact completes a nurture sequence
* **Event follow-through** — queue a follow-up task when a contact registers for or attends an event