Todoist Salesforce

  
  • Learn about Salesforce Apex, the strongly typed, object-oriented, multitenant-aware programming language. Use Apex code to run flow and transaction control statements on the Salesforce platform. Apex syntax looks like Java and acts like database stored procedures. Developers can add business logic to most system events, including button clicks, related record updates, and Visualforce pages.
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Todoist Tip: Timeblock your tasks by using Todoist and your Google Calendar in tandem. Set a custom event duration for a Todoist task by adding 30m to the task name. When saved, the task will appear as a new Google Calendar event with a duration of 30 minutes. Set up the Salesforce (Legacy) trigger, and make magic happen automatically in Todoist. Zapier's automation tools make it easy to connect Salesforce (Legacy) and Todoist. The results are: Todoist (8.0) vs. Salesforce Community Cloud (9.0) for overall quality and usefulness; Todoist (98%) vs. Salesforce Community Cloud (100%) for user satisfaction rating. Analyze their strong and weaker points and see which software is a more sensible choice for your company.

6
Mar 03, 2018 23:47
Salesforce is the absolute best CRM/platform out there. But their task management totally s-ks (I don't normally use bad words, but it really does).

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If you add Salesforce tasks you would get us and many more customers. I promise.
Oldest
Mar 04, 2018 14:22
  • We want all tasks that are
Tasks (not event)
  • Fields
Assigned to (using email to match)
Created by (using email to match)
Due Date (okay if you do not support recurrent tasks)
Status
  • Both Close and change status to Completed. Same thing but you fields in Salesforce.
Of course we would like to select the project on todoist during setup.

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Anything else you need from us. From you roadmap, what could be a rough schedule release for this?
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John
@Vic K: this is exactly what my team would need as well. Would love to see something like this!
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Mar 04, 2018 12:39
Hi Com,
Thank you for reaching out with suggestions. We have Salesforce in our roadmap and can prioritize it higher if that's what your team need.
What would be really helpful if you described your flow/scenario a bit. Specifically:
  • by what criteria you would like to select tasks from Salesforce
  • what fields need to be synchronizaed
  • when task is closed in todoist, what action would make sense to you in Salesforce(close, change status and so on).
That would help us to put a spec for this connection faster.
Vic K
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Reply

Track your Todoist KPIs with Numerics Dashboards on your iPhone, iPad, Apple TV and Apple Watch

11 pre-designed KPIs

Freeform widgets with drag-n-drop re-ordering enable you to quickly connect data from Todoist and create a unique dashboard.

Combine metrics to track business performance

Securely connect to and visualize data from spreadsheets, legacy BI systems & databases alongside services like Salesforce within the business network.

Multiple accounts

Stay on top of the health and performance of multiple subscription businesses by creating a dashboard of at-a-glance SaaS metrics.

Todoist Salesforce

Todoist KPIs

Following are all the pre-defined Todoist KPI dashboard widgets bundled with Numerics.

Tasks due

The total number of tasks due in a chosen project.

Completed tasks

A trend of tasks completed across projects in the last 7 days.

Daily streak

Todoist salesforce training

The total number of days in a row that you have achieved your daily goals.

Salesforce

Karma

Your karma score based on your productivity over time.

Longest daily streak

The maximum number of days in a row that you achieved your daily goals across any streak.

Longest weekly streak

The maximum number of weeks in a row that you achieved your weekly goals across any streak.

Basecamp

Todoist Salesforce Login

Optimize producitivty with project managment dashboards.

Gmail

Get things done by breaking down your mailbox into beautiful graphs.

Trello

Monitor high level project management KPIs from Trello boards.

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