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I have an engagement studio where I am using a node to create a Salesforce task. However, in our org we have multiple task types but the ES doesn't show that. It seems to be defaulting to one specific type (which I can see from the Sales rep view). This leads me to believe either there is a task visibility/permission issue with the Pardot integration user, or ?? I am new to this org and unfortunately I don't have admin credentials here for SF so I can't dig very deep. Any insight would be helpful. Thank you in advance!

1 resposta
  1. 11 de jul. de 2024, 19:30

    I believe it will only connect to the org default task record type. Api name = Task.  In general AE will connect to the default record type. Under certain circumstances with leads and contacts you can define the record type (other than the default) to use to create a new record, but there's no way to do this with a task. You're limited to fiddly workarounds with flow after create if you want to change record types or other information. 

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