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Salesforce Tools

Salesforce Search Tasks

Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates. Always provide at least one filter criterion — no filters produces broad, slow results. For complex filtering not supported here, use SALESFORCE_RUN_SOQL…

Write actionRisk level 2 of 5OAuth connection
Use Salesforce Search Tasks

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Inputs

  • limitinteger
    Maximum number of tasks to return. Maximum is 2000. When returned record count equals limit or nextRecordsUrl is present in the response, paginate to retrieve all matching tasks.
  • fieldsstring
    Comma-separated list of Task fields to retrieve. WhoId/Who.Name, WhatId/What.Name, OwnerId/Owner.Name, and Description can be null on Task records — guard against null before accessing nested .Name fields. Call-specific fields (CallType, CallDurationInSeconds) are frequently nul…
  • statusstring
    Search by task status.
  • subjectstring
    Search by task subject. Supports partial matches. Many Tasks are system-generated or email-related; combine with activity_date_from/activity_date_to, status, and priority for better precision.
  • prioritystring
    Search by task priority.
  • is_closedboolean
    Filter by closed status. True for completed tasks, False for open tasks.
  • account_namestring
    Search by related account name. Supports partial matches.
  • contact_namestring
    Search by related contact name. Supports partial matches.
  • activity_date_tostring
    Search tasks with activity date before this date (YYYY-MM-DD).
  • assigned_to_namestring
    Search by assigned user name. Supports partial matches.
  • activity_date_fromstring
    Search tasks with activity date from this date (YYYY-MM-DD). Date filtering may not strictly bound results; verify ActivityDate in returned records when date accuracy matters.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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