Task Sources
This page documents all data sources that are supported in Realtask. Note that not all Task types supports all Sources so refer to Task help to know more about what sources they support.
Source - Sfdc
Sfdc source allows you to get records out of Salesforce using following means.
- SOQL
- SOQL Merge
- SOQL Chain
- Report
Source - Google Sheet
- Url
Source - Sftp
- Read Files
- List Files
Source - Db
- SQL
- SQL Fields
Source - Aws S3
- Url
Source - File Storage
- Upload a file from local storage
Source - Series
Source - Date Range
Date Range source generates
Source - Inline Content
Inline content allows you to enter text in one of the support formats, parses and returns those records to copy to target.
| Field | Required | Description |
|---|---|---|
| Source Type | Yes | Select the type as Inline Content |
| File Format | Yes | Select the format of Inline Content. It defaults to Default which assumes the content as valid CSV. |
| Inline Content | Yes | Enter the text contents |
Example: Let's say you want to update few records whose ids you have in your email or some file. You want to update Salesforce records matching those ids to set some default value. Instead of creating a file with those 100 ids, uploading that file and using that as source, you can just enter those ids as inline content and use them.
