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. ...
Full Answer
How to create a task or an event in Salesforce?
Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out. Enter the event details, and click Save.
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.
How should a beginner start with Salesforce?
So I can say few points about Salesforce CRM:
- Salesforce is best for IT and non IT aspirants
- It is a world's no. 1 CRM
- It is a fortune 500 listed company
- It ranked as no. 2 in Forbes
How to implement Salesforce successfully?
- Prioritize data hygiene. Your business may need to clean up and standardize existing data to improve its quality and resolve or prevent duplicate data. ...
- Integrate your data. Next, your organization will need to connect all existing Salesforce apps to Customer 360. ...
- Get a 360-degree view of your customers. ...
What is task management in Salesforce?
With Salesforce Activity and Task management, you can easily schedule tasks and events, assign tasks to other team members, prioritize your tasks and events by due date, and track events and tasks through custom lists, reports, and dashboards.
What is the best way to 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 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 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.
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 I create a task report in Salesforce?
Build an "All Open Tasks" ReportNavigate to the Reports tab.Click New Report.Select Tasks & Event for the report type.Click Filters.Apply the following filters: ... Save your changes.Give your report a name and choose whether to make it public or private. ... Save your changes.
What is WhatId and WhoId in Salesforce?
WhoId is used for our “human” objects, Contacts and Leads, and is labelled as “Name” on the Task and Event objects. WhatId is used for multiple other objects that are not human-related and is labelled as “Related To” on the same objects.
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.
How do I access tasks in Salesforce?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.Click on Tasks.You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.Now your new view displays in Lightning Experience UI.
How do you make 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.
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.
What is a Salesforce task?
Salesforce tasks are a time-based reminder that for sales reps of the next action they need to take. The next task field should be updated very frequently, almost like a mini to-do list for the rep, and they are particularly helpful when there is a significant amount of time between actions (so you don’t forget about it.)
What does it mean when there is no task set in Salesforce?
If there is no task set, it means that the sales rep: isn’t sure what to do next, forgot to create a next task, or is managing things outside of Salesforce – like a notebook or spreadsheet. If the sales rep isn’t sure what to do next, that can be solved with some sales coaching.
Why is Salesforce so important?
That’s why Salesforce tasks are so important for sales reps to be using each and every day to help sales reps track, manage, and work their deals through the sales process. But Salesforce tasks can be hard to manage – they can get lost, ...
Why is Salesforce overdue?
When a Salesforce task is overdue, it increases the risk of the deal being forgotten and it blocks the sales managers visibility into how the deal is moving. The longer a task is overdue, the more likely it is that it will remain overdue because it probably means the sales rep got busy with other, hotter deals.
How to ensure sales reps are working every deal?
By tracking and managing those two items, you can ensure that your sales reps are working every deal, that they have a plan to move the deals forward, and that things are being reported in Salesforce in a timely manner.
Can Salesforce tasks be forgotten?
Salesforce tasks can still get lost in the shuffle, forgotten about, or completed late. And to make things more complicated, you can create Salesforce tasks from other tools – most notably, sales engagement platforms that sales reps are also using everyday like Outreach or Salesloft.
Do Salesforce tasks need to be managed?
Salesforce tasks need to be managed. Salesforce tasks are a great way for sales reps to manage what they need to do each day to move prospects and deals forward , but they need to be managed too. Even if a sales rep is using Salesforce tasks, it doesn’t guarantee that the task will be completed. Salesforce tasks can still get lost in ...
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.
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.
When can we enable activities on required objects?
We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.
Does a task have a time period?
A task may not have any specific time period or time duration for completion. Task talks about “What”, and have a deadline.
Can you create a follow up task in real time?
In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.
