What is activities in salesforce

Automatic alerts can also be used. Task and Events can be customized with custom fields, Validation rules, Record types, and Page Layouts. Activities can be related to records such as Accounts, Contacts, Cases, and opportunity, or standalone as a personal Event and Task. Activities can be viewed from the calendar or Task list on the home page. Task and Events can be assigned to other users. Open Tasks and Events can be tracked in open Activities related list. Sales managers can use Salesforce Activity and Task Management to view individual and overall team task progress.

In Salesforce Classic There is no Activity tab. Activities can be created and tracked from related record. In a Chatter Feed , if you create a task in the feed for a record such as a Account, Salesforce automatically relates the task to the record. A Group Task is a task That can be assigned to up to users, which creates a separate copy of the task for each user.

Select the Multiple Users tab. Select the appropriate choices and click Done. On the New Task page, see your selections display next to the Assigned To field with the total number of tasks you are creating. Recurrence can be set for Events Frequency and the last occurrence can be set. In a Chatter Feed , if you create a task in the feed for a record such as an Account, Salesforce automatically relates the event to the record.

A shared Activity is a task or event that is related to multiple contacts , for example, to record attendees of a meeting. A Primary Contact is selected and is shown in the Name field and is used in search filters. Shared activities must be enabled in setup. Or, click 4 Expand All to see details for all the activities. Above the timeline is the activity Composer which allows tasks and meetings to be added easily. Activity Timeline Filters may be used to only display that meet the chosen criteria.

A task is an activity in an organization that needs to be completed. A task may not have any specific time period or time duration for completion. Example :- Suppose marketing team wants to send email to the existing customer about the new product they launched now the marketing team create a task called send letter.

What is an Event in Salesforce? Log a Call :- In salesforce Log a call is an activity where important data from the customer is gathered by making a call to customers.

Send an Email :- Send an Email is an activity in salesforce where we can send emails from salesforce and also from third parties like Microsoft Outlook and Gmail. Now we are going to create salesforce activities. 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.

Then they should use the voice to text feature of the phone and talk their call notes into the Comments section. No more filling out call reports at the end of the day or week. The fourth and final Salesforce Activity is Email. 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.

Very few users will ever use it, and who can blame them. Most salespeople will use their existing email platform, either Outlook or Gmail.

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. And this is something that we absolutely recommend you do. Not just email, either, but your Outlook or Gmail calendar. Listen — the entire goal here should be to make Salesforce as easy to use for your reps as possible.

Activity Management in Salesforce, when utilized properly, can provide so much insight into whether or not the team is performing the right activities, and if they are doing enough of them. They key, of course, is in getting your team to act accordingly and comply with recording their key activities. Not always easy. But where Salesforce Training has provided hundreds of clients with guidance on how to do it properly. Salesforce Training is a professional training firm with trainers in the UK, Canada and the US, that specializes in helping companies and their sales teams get more out of Salesforce.

Our Sales Manager Game Plan is designed to provide sales leaders with a road map to leverage Salesforce as a proper management tool. When your teams start to see all of the benefits of using Salesforce, the impact is extraordinary!

Contact us today. This field is for validation purposes and should be left unchanged. Featured Salesforce Adoption Salesforce. Want to learn more about how Activities in Salesforce work?

Learn all about how to manage Salesforce Activities with our step-by-step guide, Launchpad. Try the first few videos, for free.