Asana is a popular project management tool used by businesses everywhere. One way to take advantage of Asana’s capabilities is to create tasks directly from Salesforce using a record trigger flow.
Integrating Asana with Salesforce can help streamline your workflows and increase productivity by automating tasks between the two platforms.
In this blog, we’ll walk you through the steps to set up a record trigger flow that creates Asana tasks from Salesforce records. So, let’s begin!
Steps for creating Asana task in Salesforce
Before we start, we will have to Install the Asana App in your Salesforce org from Salesforce App Exchange.
Step 1:
First, we will go on the Asana setting and link the Asana account to Salesforce org.
Step 2:
In the Second Step, we will go to the object like Opportunity object and click on the edit page. And add Asana Tasks & Projects. And then Click save.
Step 3:
Now we log in to the Asana account and Create a Project in the Asana account.
Step 4:
Now we will create a Record Trigger Flow for Asana Task.
- First, go to the Quick Find box and search Flows
- Then click Record Trigger Flow.
- Select Opportunity Object.
- Configure Trigger.
- Click Actions and Related Records.
Step 5 :
- Add Apex Action (Create Asana task).
- Add Task Name.
- Give Project Id which Project Create in Asana.
- Give Sobject id.
{!$[Record.Id](<http://record.id/>)}
- Rich Preview
{!$GlobalConstant.True}
Step 6:
Now save Flow.
In the end, the Flow will look like this
As Opportunity Record is Created, Asana Task is Created. Now We will Redirect to the Asana account and see Asana Task is created or not with the Opportunity record. Asana Task is Successfully created with opportunity Record.
Conclusion:
Creating Asana tasks in Salesforce can prove extremely beneficial to streamline workflows, improve collaboration, and increase productivity. Try out the process mentioned in the blog and feel free to share your feedback on the same.
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