Full Answer
What are Salesforce opportunity stages?
Within the Opportunity object, Salesforce Opportunity stages help users manage the sales cycle with a customer, by moving them through pre-defined steps. This not only helps users manage the sales process, but also helps with pipeline visibility, and accurate forecasting.
How to track reasons of closed or lost opportunities in Salesforce?
Track Closed/Lost Opportunities Opportunity Management in Salesforce allows tracking reasons of closed or lost opportunities with two custom fields – “Closed Lost Reason” and “Closed Lost Detail.”
What is the opportunity object in Salesforce Sales Cloud?
The Opportunity object is the most important object within Salesforce Sales Cloud, this is where your sales team manage their deals, and ultimately close business that is going to make your company money.
What is an opportunity team in Salesforce?
In Salesforce, adding an Opportunity Team helps team members collaborate on a single opportunity and track its progress. Some companies can question the necessity of creating an Opportunity Team pointing that they already have Account Teams to deal with customers.
How do I add a task to an opportunity in Salesforce?
0:020:52How To Add A New Task Under Opportunity In Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on new tasks. Click on add enter tasks subject select due date select contact if you do notMoreClick on new tasks. Click on add enter tasks subject select due date select contact if you do not have an account create one to continue this guide. Select stage click Save here is your task. Created.
How do I count activities in Salesforce?
While this may not be accomplished with standard functionality, you could create an Apex Class and two Apex Triggers (one for Events and one for Tasks) in order to count the number of Activities on a given Record.
What is the difference between tasks and activities in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How are tasks assigned in Salesforce?
Assign an existing activity to another User Click Edit on the Task or Event. Enter an active User in the 'Assigned To' field. After saving, the User to which the activity is assigned will see the new activity on his or her calendar.
How do I run an activity report in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
Is there a user activity report in Salesforce?
User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI.
What is the difference between task and event?
An Event is placed on your Calendar with an option to invite others and set reminders leading up to the date and time of the occurrence. A Task, on the other hand, is an activity that must be performed by a given date, think of it as an item on your to-do list.
Is an email a task in Salesforce?
Currently, email messages are saved as tasks in Salesforce, whether using Salesforce for Outlook or composing a message in Salesforce.
What is the main difference between a task and a call in Salesforce?
Generally, a task is something you are scheduling for yourself or someone else to do in the future. Logging a call allows you to quickly add informaiton for a completed task, as well as (optionally) create a task that you plan to complete in the future.
How do I create multiple tasks in Salesforce?
Create Tasks in Bulk for Multiple People in Salesforce ClassicOn the New Task page, click the lookup icon ( ) next to the Assigned To field.In the lookup window, select the Multiple Users tab.Add up to 100 people (including members of groups) to Selected Members. ... Click Done. ... Save the task.
Can a task be assigned to a queue?
Starting the Spring 20 release, you can now assign Tasks to a queue. See Activities: Assign Tasks to a Queue to Share Work Efficiently. To set it, navigate to Setup | Users | Queues. Then, you can click the New button and create a new queue and set Task as the supported object.
How do I assign tasks to groups?
Assign tasksUnder Assigned to, select the People icon. The first time you assign a task to someone, you'll be prompted to connect the project to a group.To create a new group, select Create group and then select Create and assign. A pane will appear on the right where you can name your project.