Create a new Task in Salesforce. Link it to a Lead or Contact via whoId, and optionally to a Campaign or Opportunity via whatId. Set subject, status (e.g. 'Not Started', 'Completed'), priority, due date, and description. Returns the new Task ID.
AI agents use sf_create_task to create or update resources in Salesforce Marketing — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Salesforce Marketing environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
whoId | string | — | Lead or Contact ID |
status | string | — | |
whatId | string | — | Campaign, Opportunity, or Account ID |
dueDate | string | — | ISO date string YYYY-MM-DD |
subject | string | Yes | |
priority | string | — | |
description | string | — |
Parameters from the server's own tool schema.
This tool creates new task records in Salesforce, which is a Write operation—data is created and persists, though the action is reversible (tasks can be deleted). The severity is medium because task creation in a CRM can affect business workflows and communications, but the impact is localized to task records rather than critical data or financial systems.
From the tool's definition Tool description explicitly states 'Create a new Task in Salesforce' and 'Returns the new Task ID', indicating irreversible data creation. The tool creates task records linked to business objects (Lead, Contact, Campaign, Opportunity).
Attacks that exploit this kind of access
Create a new Task in Salesforce. Link it to a Lead or Contact via whoId, and optionally to a Campaign or Opportunity via whatId. Set subject, status (e.g. 'Not Started', 'Completed'), priority, due date, and description. Returns the new Task ID. It is categorised as a Write tool in the Salesforce Marketing MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
sf_create_task accepts 7 parameters: whoId, status, whatId, dueDate, subject, priority, description. Required: subject. The full parameter table on this page comes from the server's own tool schema.
Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_create_task: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Salesforce Marketing. Nothing to install.
sf_create_task is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the sf_create_task rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for sf_create_task. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
sf_create_task is provided by the Salesforce Marketing MCP server (salesforce-marketing-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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