Salesforce ACTION
Create Task
Create a Salesforce task (a to-do item with a due date, no specific time). Use Create Event instead for scheduled meetings with a start and end time. Use Find Records to get the
WhoId (contact or lead) and WhatId (related record) to link the task to. See the documentation- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Salesforce account once, then configure and run Create Task from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "salesforce_rest_api-create-task",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
IsRecurrence: true,
TaskSubtype: "Task Subtype",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "salesforce_rest_api-create-task",
"configured_props": {
"salesforce_rest_api": { "authProvisionId": "apn_xxxxxxx" },
"IsRecurrence": true,
"TaskSubtype": "Task Subtype"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "salesforce_rest_api",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "salesforce_rest_api-create-task",
arguments: {
IsRecurrence: true,
TaskSubtype: "Task Subtype",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
IsRecurrence Recurring | boolean | Indicates whether the task is scheduled to repeat itself ( true) or only occurs once (false). Optional |
TaskSubtype Task Subtype | string | The subtype of the task. Optional |
ActivityDate Due Date | string | Represents the due date of the task. Optional |
Description Description | string | A text description of the task. Optional |
Priority Priority | string | Indicates the importance or urgency of a task, such as high or low. Required |
additionalFields Additional Fields | object | Other fields to set for this record as name -> value pairs. Values are parsed as JSON where applicable. Example: {"Industry": "Technology", "AnnualRevenue": 1000000}. Use Describe Object to discover valid field names. Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- salesforce_rest_api-create-task
- Version
- 1.0.1
- App
- Salesforce
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗