Cómo crear una tarea o caso en Salesforce en lugar de un evento
Actualizado 20 de marzo de 2026·2 min de lectura
- Disponible para:
- Propietarios and Administradores
- Planes:
- Teams and Enterprise
Por defecto, el flujo de Salesforce de Calendly crea un evento cuando alguien programa una reunión. Pero puedes cambiar esto para crear también una tarea o un caso.
Sigue estos pasos para personalizar tu flujo en Salesforce.
Crear una tarea o un caso en Salesforce.
Step 1 – Open your flow
- In Salesforce Setup, search for Flows.
- Select Flows from the results.
- If you haven’t edited the CreateEventTemplate before:
- Open the CreateEventTemplate.
- Customize it as needed.
- Select Save As, and give it a name like CreateEvent.
- If you’ve already made changes to the template, open your existing flow.
Step 2 – Add a task or case element
- In the Toolbox on the left, go to Data.
- Drag a Create Records element into the flow. Drop it to the right of the Create Records: Create Event element.
- At Label, type Create Task or Create Case.
- For How to Set the Record Fields, select Use separate resources and literal values.
- At Create a Record of This Object, under Object, enter Task or Case.
- At Set Field Values for the Task, set the field values:
- At Field, enter Subject
- At Value, select Calendly__CalendlyAction__c, then select Event Subject.
- Select + Add Field
- At Value, select WhatID, then select the value WhatRecordID
- Select + Add Field
- At Value, select WhoID, then select the value WhoRecordID
- Check the box for Manually assign variables.
- For Store Task ID in Variable, choose WhoRecordId.
- Select Done.
Step 3 – Connect the steps
- Connect the Create Records: Create Event element to the new Create Task (or Create Case) element.
Step 4 – Save and activate the flow
- Select Save.
- Select Save As to create your new version.
- Select Activate to turn on the new flow.
- Deactivate the CreateEventTemplate flow so it doesn’t run at the same time.
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