How to upload a Task Template source file into Precursive OBX Templates

Precursive OBX User Permissions Required to Create or Manage Precursive OBX Templates:

Only Salesforce Users with a Precursive OBX License and the Precursive OBX Admin User permission set can see and access the Precursive OBX Templates tab.

See also:License & Permission Sets Types

The Precursive OBX Templates tab can be found in the Precursive OBX App or from the App Launcher in Lighting Experience, or the All Tabs bar in Classic.

 

1. Prepare the CSV source file for the template.

⚠️If you have not created a Task Template CSV source file yet,Prepare a Task Template first.

2. Next, go to the Precursive OBX Templates tab in your Salesforce Organization.

2. Click New for a new template.

3. Provide a descriptive name for the Template. Make it distinguishable for your users if you plan on uploading several templates.

4. Select Task for the Template Format.

 

5. Next, enter a Description for this template. This step is optional.

6. DO NOT select the Active or Default checkboxes. You will activate the template in the next step.

7. Click Save. This will take you to the next screen to upload the template CSV source file.

8. Click Choose File.

9. Select the template CSV source file saved in your computer or local storage drive.

 

10. Click Upload Template File.

A preview of your task template will then display on the page.

11. Select Validate Template File to check for any errors.

12. Now Activate the template to make it available for use: check the Active box located on the Precursive OBX Template Detail section of the page.

 

13. Then click Save.

 

The Task Template is now ready for use.

 

See Next:

Edit or Replace a Template

Task Template Best Practices