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how to include merge fields in the workflow tasks subject a task is an activity that is assigned to a user using workflow rules we can automatically create tasks let me create a workflow rule and associate a task so that we can see how to insert merge fields in the task subject click on setup at the top right corner automation workflow rules iamp;#39;m going to create a workflow rule for the deals module click on create rule option select the required module from the drop down iamp;#39;m selecting deals and next is the rule name enter the workflow rule name iamp;#39;m entering create follow-up tasks this is the rule name here you can select when do you want to execute this rule iamp;#39;m selecting create option next is the criteria iamp;#39;m selecting all these so this rule will be triggered for all deals in the instant actions you can see task click on task and create a new task here you can see the task subject these are the default subjects which we have in crm apart from thi
