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Task (No Default Integration)

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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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