How to assign a Salesforce task to someone else?

Assign Salesforce tasks to someone else

Yvonne Pulkkinen avatar
Written by Yvonne Pulkkinen
Updated over a week ago

You can assign a Salesforce task to another Salesforce user by following these steps:

  1. Go to Tasks Overdue / Tasks Upcoming on Dashboard.

  2. Tap on the plus ( + ) button at the top on the right.

3. Choose the Salesforce user you want to assign the task to.

4. Choose the Salesforce account / contact / lead for the task OR create a new one.

5. Choose the type of Task.

6. Choose the due data of the task

7. Add task description by typing or using Speech-to-text feature (Optional).

8. Complete with right arrow button.


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