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Salesforce LabsFree
Template Tasks
by RotiveSalesforceFree
Creates repeatable opportunity tasks from product-linked templates in Salesforce Platform.
PRICINGFree
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
What it does
Template Tasks lets users create follow-up task templates and relate them to products in Salesforce. A button on an opportunity creates the related tasks through a flow. The listing is free and cloud deployed.
Key capabilities
from the Salesforce AppExchange listingTask templates
Creates follow-up task templates for recurring work.
Product relationships
Relates task templates to products in Salesforce.
Opportunity task creation
Creates related tasks from an opportunity after a button is clicked.
In the catalog
642 plugins in Salesforce Platform · Productivity
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«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 …»