Table of contents
Salesforce Tasks
Tasks in Salesforce are the logged record of sales activity: a call made, an email sent, a follow-up scheduled. When a mapped user creates or updates a task, WorkSights captures it and adds it to the timeline. This makes individual activity visible as a continuous record of how accounts are being worked, not just as entries in a to-do list.
For connection steps and an overview of how Salesforce activity works, see Salesforce Integration Overview.
How Task Activity Appears
Tasks arrive within seconds of being created or updated in Salesforce.
Task creation appears with the account and task subject in the breadcrumb:
- ABC Inc > Call > Task created
- ABC Inc > Email > Task created
- Acme Inc > Send Quote > Task created
The activity detail includes subject, status, priority, due date, and the linked contact and account:
Subject: Call / Status: Not Started / Priority: Normal / Due: 2026-05-26
Task updates appear when a task is edited:
- Updated Task: Follow-up call
The detail shows which fields changed.
WorkSights maps task activity to a category based on the task type configured in Salesforce. Tasks may appear in the Call, Email, or Calendar Activity category depending on how your team logs tasks. If you are not seeing tasks in the expected category, check how the Task Type field is configured in your Salesforce org.
What WorkSights Receives
Task creation and updates arrive within seconds. Tasks have no hourly sweep fallback. If the CDC slot for Tasks is unavailable due to slot limits, task activity will not appear on the timeline until a slot is freed. See Salesforce Integration Overview for guidance on managing CDC slot limits.
WorkSights backfills 30 days of task history on first connect via the Delta sweep, so the timeline is not empty from day one.
What Is Not Captured
Task deletion is not currently captured. Only creation and update events appear on the timeline.
Task changes triggered by automation or system processes are excluded.