To connect Salesforce.com with Taco and manage cases, from the Connectors page, click “Salesforce.”
Only these Salesforce editions/plans have API access, which is what allows Taco to retrieve your tasks.
Salesforce will present a settings page like this one:
Click “Allow” to approve Taco’s access.
Taco imports up to:
- 250 cases which are not Closed and are assigned to you. This should be identical to the “My Open” view on salesforce.com’s Cases tab.
- 250 tasks which are not Completed and are assigned to you.
Closing cases and completing tasks
To mark a case closed or a task complete in Salesforce from within Taco, click its checkbox in Taco. Taco will prompt you whether or not to update Salesforce.
While using Taco, press the keyboard shortcut
g sa (as in “go to
Salesforce”) to open Salesforce in a new browser tab.