How to use Salesforce tasks?
Using Salesforce tasks is simple, but step by step procedures should be followed correctly in order to achieve effective use and realize maximum benefits from this feature. After installation, the next procedure is to begin creating tasks. 1. Go to the Home tab and select My Tasks and then New.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.
What are task/event features in Salesforce?
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects. We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same. How to enable task/event features on an object?
Why does Salesforce keep adding the interval for repeated tasks?
Instead, Salesforce keeps adding the interval until a repeated task has a due date in the future. For example, suppose that someone sets a task to repeat three days after it’s due. But, that person doesn’t complete the task (mark it Closed) until five days after it’s due.
Tasks and events in Salesforce
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.
Why use Salesforce task?
Salesforce task allows for report generation and reminders, thus improving work credibility. In general, purposeful and effective understanding and use this feature leads to efficiency and all the benefits that come with it. The advantages range from reduced work labor and automation to customization and customer relationship breakthroughs.
What does "task" mean in salesforce?
Task may also mean events that have already occurred like reports, phone calls and logs among others. Task can therefore be one time or recurrent and can be assigned to one user or multiple users. Task is related to other records under salesforce like opportunities.
Activity Timeline
When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.
Recap the Latest Activities
Your colleague is out of the office, and you’re handling their accounts until they get back. When a client calls, how do you get up to speed on what’s been happening?
Find the Activities That Matter Most
If you’ve been working with an account, opportunity, or other record for any length of time, you probably have a mix of activities in the activity timeline. How do you find the details you’re looking for?
Tasks and Task Lists
There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
Keep Your To-Dos Up to Date
Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected.
Calendar
Salesforce Classic includes a calendar to help remind you about appointments.
View Other Calendars
What’s especially helpful in Lightning Experience is how you can share your calendar and view your colleagues’ calendars from your calendar. Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars.
