Manage Your Tasks, Events, and Email
- Learning Objectives. Review your activity history and see what’s coming up next in the activity timeline. ...
- 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 ...
- Tasks and Task Lists. ...
- Calendar. ...
- Email. ...
How to create a task in Salesforce?
- Control sequence of multiple triggers
- Account for recursion
- Future calls to improve performance and stay within limits
How to use Salesforce activities and tasks?
To create a new task:
- Go to the Home tab and select My Tasks and then New. You are given an option to select the record type of the task.
- Input the task details. There are numerous task details which should all be understood differently. ...
- Click on Attach files on the Attachments related list to attach files. ...
- Specify the priority and status of the task created.
What is the job of Salesforce?
- Salesforce administrators work with people at all levels in the organization, from CEO to the end users, so must command exceptional communication skills. ...
- The job role of a salesforce administrator is “Customer Facing”. ...
- The beauty of Salesforce as a CRM tool is that there is no specific way of doing anything in Salesforce. ...
How to be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. ...
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
How do I complete tasks in Salesforce?
LightningNavigate to Task Tab.Click drop down>Open Task.Click Task Subject.Drop down and click Edit and/or Double Click Status to Completed.Click Save.
How do I manage my tasks?
10 Task Management Tips & Skills To Get More Done TodayBreak up big projects into smaller tasks.Create a priority to-do list.Keep your tasks in one place.Set time limits and deadlines.Start with small tasks.Eat the frog.Focus on one task at a time.Limit the number of tasks per day.More items...
How do I set up 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 customize tasks in Salesforce?
Customize the 'My Tasks' component on Home Page layoutsFrom your Classic Home page, click any Task to pull up the Task details.Click the List View icon.Copy the URL from your browser (it's going to be something like: https://instance.salesforce.com/007)Navigate to Setup | Customize | Home | Home Page Components.More items...
How do you organize tasks?
Consider the following ways to stay organized at work:Set goals. Achievable goals can help you stay focused and productive. ... Track progress. ... Use an agenda. ... Create to-do lists. ... Practice accountability. ... Limit distractions. ... Incorporate a timer. ... Keep a clean environment.More items...•
What is the best way to track tasks?
For some people, pen and paper work fine for keeping track of their daily tasks, while others might need a helpful to-do list app to support them in the day-to-day....12 daily to-do list apps to help you keep track of your tasksTodoist.Any.do.TickTick.Microsoft To Do.OmniFocus.Bear App.Google Keep.Habitica.More items...•
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.
Is Salesforce a task manager?
Salesforce task management can simplify your life. With Mission Control and Salesforce, projects tasks are transparent, and easy to manage and update. Mission Control for Salesforce offers a complete solution to manage your tasks, timing and collaboration.
How do I stay organized in Salesforce?
4 Tips to Keep Your Salesforce Instance OrganizedData Security Tips in Salesforce. ... Monitor and Manage Data Quality to Keep Your Salesforce Instance Organized. ... Streamline Your Processes in Salesforce. ... Set Up Automation so You Don't Have to Work Weekends.
How do Salesforce tasks work?
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 edit task layout in Salesforce?
Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.
How do I update a task layout in Salesforce?
Required Editions and User PermissionsFrom Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.Click Save.More items...
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.
What is 360 degree view in Salesforce?
And your 360-degree view means that you’ll see quickly when a colleague or employee is struggling so you can step in to help with upskilling, mentoring or reassignment.
Why is collaboration important in task management?
Collaboration within task management software means your team members can benefit from group knowledge, whether it’s on the fly through Chatter or through group brainstorming sessions.
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.
