Table Name: Enter the table name of each attendee. Step: 4 Insert the records through the Salesforce Data Loader (Setup > Administration Setup > Data Management > Data Loader). Click on “Insert” button. Enter the username (Salesforce Instance’s username), password (Password+security token) and click on Log in.
Full Answer
How will my completed activities be logged in Salesforce?
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce.
How does a meeting log to Salesforce?
By default, the meeting will also log to Salesforce as a closed activity task. Meetings will log as tasks unless otherwise designated in the Salesforce Activity Logging settings. If a meeting is rescheduled or canceled, SalesLoft will not reflect the changes.
How do you log a call in Salesforce mobile?
And here’s an awesome trick for your users that we demonstrate in our Salesforce Training for Mobile classes. After a meeting, the sales rep can go back to their car, login to Salesforce from the phone, and from the Opportunity, select Log a Call.
How does activity logging work in SalesLoft messenger?
When a text is sent with Messenger from SalesLoft, activity logging happens automatically as messages are sent and received. A new activity is created when a new message is sent outbound or is received. As you and your prospect continue their conversation, the texts will be added to that activity.
How do I automatically log meetings in Salesforce?
Logging this event to Salesforce....Click the extension in Chrome and press the settings icon.Check 'Track events in Salesforce by default' and click 'Save & Close'Turn on the automatic calendar sync to have all events (even those created on your mobile phone) logged to Salesforce.
How do I add attendees to a Salesforce meeting?
Required Editions and User PermissionsOn the Event detail page, in the Select Invitees section, click Select.In the Select Invitees dialog box, search for the type of invitee: users, leads, contacts, or resources.Enter a name or part of a name or leave the field blank to expand the search. ... Use. ... Click Done.More items...
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar's name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
How do I customize a calendar in Salesforce?
Allow drag-and-drop calendar editing. Let users drag to reschedule events on the day or week view of their own calendars. From Setup, enter User Interface in the Quick Find box, then select Enable Drag-and-Drop Editing on Calendar Views. Let users create events by clicking in the calendar.
Can you send calendar invites from Salesforce?
Reps can invite people to meetings and see meeting responses in Lightning Experience, Salesforce Classic, and the Salesforce mobile app. Reps can also accept meeting invites and create a Microsoft® Outlook® appointment for an event in Salesforce Classic.
How do I assign an event to multiple users in Salesforce?
By default, an event is assigned to the user who creates it. To assign independent copies of a new event to multiple users, click [the lookup icon] next to Assigned To; in the window that opens, click the Multiple Users tab. The Assigned To field isn't available in Personal Edition.
How do I create a team calendar in Salesforce?
Create a public calendar or a resource calendar.Click New, name the calendar, select Active, and save the calendar.Click Sharing. Add the public groups, roles, or people you want to share the calendar with.In Calendar Access, specify the way you want to share the calendar. Hide Details.
Is there a calendar function in Salesforce?
Calendar views display your events in Salesforce. Your calendar displays all events that you own in Salesforce on the My Events Calendar. Calendars that you create from a Salesforce object display data in date fields as calendar items. View, create, and edit your events in a day, week, or month view.
Can you create a calendar in Salesforce?
You can customize most calendars by applying a list view. We've included a few popular examples. You can hide or show calendars, and you can edit and delete them. Some considerations apply to creating calendars.
How do I view events in Salesforce?
You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007. Tasks: https://orgdomain.salesforce.com/00T. Events: https://orgdomain.salesforce.com/00U.
Can you color code Salesforce calendar?
Can I color code by calendar instead of by a field? Yes, if there is no field mapped to "status", items will take their color from the calendar.
How do I add a calendar to lightning component?
Calendar view allows you to view all your events in Salesforce....View week numbers in a separate column. Download the fullCalendar library from https://fullcalendar.io/download. Upload the library as a static resource in your Salesforce Org. Reference the library in your lightning component.
Can you log notes in Salesforce?
SalesLoft allows you to log single notes on a Person record. Any time a note is taken, it will be logged in Salesforce under the activity history on that Salesforce object. When logs are made to a Salesforce Contact, the log will also roll up the the Salesforce Account.
Does Salesforce have Loft It?
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce. This means that each time you send an email (or Loft It ), log a phone call with the Dialer, complete an Other step, or even take a note, that completed activity will be recorded within the Salesforce record’s activity history.
Who does Fola assign to Salesforce?
Now that Matt has added skills to Salesforce Scheduler, Fola assigns the Wealth Manager and Client Associate skills to Ryan and Sri (who are appointment attendees—service resources in Salesforce Scheduler-speak). This helps Fola track their certifications and areas of expertise.
Can service resources be assigned to an appointment?
A service resource can be assigned to an appointment only if the resource has all the skills that are required for an appointment template (or work type, in Salesforce Scheduler-speak, which we cover in the next unit) associated with that appointment.
Does Matt set a start date for Fola?
Matt sets a start date but not an end date for the primary branch. However, since Fola would like to try Ryan out as a video-based wealth manager in the secondary branch, Matt sets the end date here a week after the start date. Click Save.
Why don't salespeople log activities?
And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.
What does "log a call" mean?
Perhaps our favorite activity of all. Log a Call is so versatile that it can be used to capture any significant interaction between our users and our prospects or customers. Log a Call is super easy to use, provided the user understands a few basic concepts. And the very first concept is this – Log a Call, even though it is implied, does not have to mean a “phone call”. Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
What does "log a call" mean in Salesforce?
Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
Is Salesforce email capturing important?
First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.
What is a new task?
A New Task, any activity for that matter, can, and should, in fact, be related to numerous objects. For example – when a sales rep is working on an Opportunity, and creates a New Task, that Task can be related to the Opportunity, as well as the Contact, or Contacts that they are working with, and lastly the Account.
Can you send emails from Salesforce?
Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.
Can you assign a task to another user?
When you create a New Task, you, the user, are automatically the Assignee, but you can easily Assign the Task to any other individual, or group of individuals in your organization provided they have licenses. When you assign a Task to another user, they will receive an email alerting them that they have a new Task.
