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Task

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Key Concepts

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Default Integration Behavior

• No Default Integration: WeGive does not sync Tasks to Salesforce Tasks by default
• Configurable: While not default, integration is possible to:
  • Default Tasks object
  • Any other Salesforce object
• Alternative Approach: Recommended implementation via Lightning Web Component

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Integration Philosophy

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Strategic Decision

WeGive has chosen not to integrate with Tasks by default for several key reasons:

1. Data Architecture

   • Separates tasks from contact owner UI
   • Maintains clean Salesforce interface
   • Preserves task management flexibility

2. Cost Management

   • Reduces Salesforce data storage costs
   • Avoids unnecessary data accumulation
   • Optimizes system performance

3. User Experience

   • Provides better task visibility
   • Maintains task context
   • Improves task management workflow

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Alternative Approach

Instead of direct Task integration, WeGive recommends:

1. Lightning Web Component

   • Provides access to WeGive tasks
   • Avoids Salesforce data storage costs
   • Maintains clean user interface
   • Preserves task context and visibility

2. Task Management Strategy

   • Keep tasks in WeGive system
   • Access via Lightning Web Component
   • Maintain separate task workflows
   • Preserve task management flexibility

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Important Notes

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Current Limitations

• No default Task synchronization
• Tasks remain in WeGive system
• No direct Task object mapping

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Future Possibilities

• Integration possible through custom configuration
• Can map to any Salesforce object
• Requires explicit setup in WeGive settings

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Best Practices

1. Task Management

   • Use WeGive for task tracking
   • Access tasks via Lightning Web Component
   • Maintain task context
   • Preserve task workflow

2. Integration Planning

   • Understand current limitations
   • Consider Lightning Web Component approach
   • Plan for future integration if needed
   • Evaluate cost implications

3. User Experience

   • Keep task interface clean
   • Maintain task visibility
   • Preserve task management workflow
   • Consider user adoption

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Common Scenarios

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Task Management

1. Tasks created in WeGive
2. Accessible via Lightning Web Component
3. No direct sync to Salesforce
4. Maintains task context and workflow

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Future Integration Planning

1. Assess integration needs
2. Consider Lightning Web Component
3. Evaluate cost implications
4. Plan for potential custom configuration

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Task Visibility

1. Tasks visible in WeGive
2. Accessible in Salesforce via component
3. Maintains task context
4. Preserves user experience