To get started with workflow tasks, from Setup, enter Tasks in the Quick Find box, then select Tasks. The type of record you choose determines the rules that you can associate with the workflow task. Workflow tasks can only be associated with workflow rules or approval processes for the same type of record: contact, account, lead, and so on.
Full Answer
Why trailhead for Salesforce?
With the power of Trail Tracker, and a plethora of badges, trails, and trailmixes, you have the tools you need to quickly enable your team on Salesforce. But wait—there’s more! Trailhead isn’t just a library of over 1,000 badges’ worth of free learning.
How do I Mark a task as complete in Salesforce?
Or, click Mark Complete to mark the task complete. You can also mark tasks complete from any list view. Of course, tasks are also shown in the activity timeline for the record you are looking at, and you can edit them there too. Salesforce Classic includes a calendar to help remind you about appointments.
Is there a tasks tab in Salesforce classic?
There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page. But sometimes you want to see what’s on your whole to-do list, not just what’s coming up for a particular contact or account. And wouldn’t it be nice to jump straight to your task lists from any page instead of always needing to navigate to the Home page?
How can I improve the sales process in Salesforce?
Identify activity features that keep the sales process moving forward. Understand how the activity timeline helps your reps sell better. Determine which activity customizations help your reps most. Activities are the events and tasks that your sales reps manage in Salesforce.
How do I complete a trailhead task?
Click a task on the left, and see that info on the right. Lightning Experience includes several quick actions in the detail view—just click the dropdown—that make it efficient to update tasks. You can change status, change priority, edit, and delete. Or, click Mark Complete to mark the task complete.
How do I use tasks in Salesforce?
0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.
How do I create tasks in Salesforce?
Set Up Tasks for Your Sales RepsEnable Recurring Tasks. ... Enable Task Notifications. ... Enable Simpler Task Form in the Salesforce Mobile App. ... Customize the Fields that Display on Tasks in the Activity Timeline. ... Enable Group Tasks in Salesforce Classic. ... Customize Task List Actions.
How do I enable tasks in Salesforce?
On the Open Activities related list, click New Task. *. On the Activity History related list, click Log a Call to add a task record with a status of Completed. Salesforce automatically relates the task to the 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.
What is difference between task and activity?
While the term “task” means “a piece of work to be undertaken or done” or simply “work,” “activity” means “some event or some happening.” A task can be said to be any activity that is done with a particular purpose.
How do I set a task?
Create a taskOpen the Google Tasks app .Tap Add task .Enter a title.Optional: To add more info, tap Add details . To add a date and time or repeat a task, tap Add date/time. Done.Tap Save.
How do I automatically create tasks in Salesforce?
Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules. Now you'll create a new rule – this rule will be a task creation trigger. For our example, set the Object to Task.
How do I create a task flow in Salesforce?
How to create a task or case in SalesforceStep 1: Locate your flow. In Salesforce Setup, search for Flows. ... Step 2: Add a Create Records element to your flow. ... Step 3: Connect the elements. ... Step 4: Save and activate your flow.
Path Optimizer in Journey Builder
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Custom Activities in Journey Builder
Explore ready-made Journey Builder activities and build custom activities.
What is trail tracker assignment?
When you assign badges and trailmixes, those assignments appear at the top of each user’s Trailhead home page. Each assignment tile displays its type, title, description, percent complete, number of steps, remaining time to complete, and due date. Assignment due dates make priorities very clear to your team.
What are modules in Salesforce?
Modules (like this one) help learners explore topics that range from broad concepts to specific skills and ideas. Each module is split into units. At the end of each unit, there is either a quiz or a hands-on challenge. A quiz lets you check your understanding of what you learned. A hands-on challenge lets you demonstrate the skills you learned by completing tasks in a Trailhead Playground. (Playgrounds are actual Salesforce orgs that anyone can create. They are a safe place to practice your skills.) The beauty of hands-on challenges is that Trailhead checks your work, and if something’s not right, tells you what to fix.
What is trail tracker?
Trail Tracker is a free app on the AppExchange. Use it to track what your team is learning and earning on Trailhead. Trail Tracker reports show you which badges each person has completed. Monitor your team’s progress through trailmixes, and measure how long it takes learners to finish badges.
How do Trailblazers prove themselves?
Whether by quiz or hands-on challenge, Trailblazers prove themselves at the end of each unit. By successfully completing a unit, they take one step closer to completing the badge, and they earn points toward the next Trailblazer rank. (Ranks are a quick way to show off how far you’ve trekked through Trailhead.)
What is a super badge in Salesforce?
Although they look a little like projects, superbadges are more elaborate and don’t provide step-by-step instructions to follow. Completing a superbadge demonstrates solid knowledge and strong skills. Earning a superbadge may require a significant investment of time and effort, but many Trailblazers believe it’s worth the investment. Salesforce superbadges are résumé-worthy credentials sought after by Trailblazers to show the world that they’ve got the skills to pay the bills.
How many badges are there in Trailhead?
Trailhead has over a thousand badges that cover a wide variety of topics. Choices are great, but you probably want to find specific topics quickly and get started learning. What you need is a trail.
What is a trailmix?
A trailmix is like a custom playlist. You craft your own sequence of badges, trails, and superbadges. An example of a trailmix is Get started with Trailhead. Any Trailblazer can create a trailmix.
What is refresh activity?
Similarly, a refresh activity ensures that data is up to date and ready to go. You can refresh email groups and mobile lists for accurate sends.
What happens after automation is running?
After your automation is running, you can come back to the screen to pause, stop, skip, or review activity for the automation.
How does Salesforce organize data?
Salesforce organizes your data into objects and records. You can think of objects like a tab on a spreadsheet, and a record like a single row of data. In Salesforce, objects are accessed via the navigation menu. Select any record to drill into a specific account, contact, opportunity, or any other record in Salesforce.
Why is Salesforce important?
The important thing you need to know is that Salesforce has options for who can see and edit data, and your admin helps to set these up and maintain them. With the right security enabled, your whole company can be on Salesforce, and one of the best reasons to do that is to harness the power of collaboration.
What is Salesforce collaboration?
Collaboration using Salesforce. In addition to technology for managing your sales process , Salesforce includes a platform for collaboration. You can create groups, follow people and topics, ask questions, post informal polls, share files and links, and mention colleagues with whom you’d like to connect.
What is Salesforce?
Welcome to Salesforce! Salesforce is game-changing technology, with a host of productivity-boosting features, that will help you sell smarter and faster. As you work toward your badge for this module, we’ll take you through these features and answer the question, “What is Salesforce, anyway?”
How to get help in a negotiation?
You can also ask questions and get answers, crowdsourcing expertise from across your company. You can find experts who can help you with overcoming objections as they come up. You can search for competitive information to help you through the negotiation stage. You can get help from your leaders and teammates as you work on steps to close.
Where is Salesforce stored?
In Salesforce, all of this information is stored securely in the cloud. Let's take a closer look at how that works, using an example you might be familiar with—a spreadsheet.
What does "salesforce" mean?
Short for “organization,” the place where all your data, configuration, and customization lives. You log in to access it. You might also hear this called “your instance of Salesforce”. Short for organ, meaning your heart, liver, kidneys, or possibly a big musical instrument. App.
How to enable shared activities in Salesforce?
To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2).
How long does it take for Salesforce to share activities?
Worst-case scenario, expect Shared Activities to become available to your sales teams 48 hours after you enable it. But that’s only if you have lots of sales reps who track tons of activities. It’s more likely that Shared Activities becomes available much sooner than 48 hours. Regardless of the time it takes, your sales reps can continue their work in Salesforce during the enabling process.
Why is Maria important in Salesforce?
That’s because events and tasks often apply to more than one contact.
What do reps see on an event?
On an event or a task, reps see the names of all contacts related to that activity, alongside other details.
Learning Objectives
Introduction
Badges with Style and Substance
Modules
Projects
Superbadges
Trails
Trailmixes
Trail Tracker
Assignments
- Trail Tracker has another super power: assigning badges and trailmixes. When you assign badges and trailmixes, those assignments appear at the top of each user’s Trailhead home page. Each assignment tile displays its type, title, description, percent complete, number of steps, remaining time to complete, and due date. Assignment due dates make prio...