Events and tasks are the engine of sales productivity. With Salesforce, you can be prepared for any meeting and know which task is your highest priority right now. Track meetings and tasks together in lists and reports to keep your finger on the pulse of all your leads, contacts, opportunities, accounts, and campaigns. Events and tasks also serve historical reporting purposes in Salesforce. Whether you’re a manager delegating tasks, part of a sales team, or a sales rep who closes 50 deals a month, activities in Salesforce help you power through your day.
- Track Activities Together
Activities in Salesforce are your events, your tasks, calls you’ve made, and emails you’ve sent. Salesforce gives you multiple ways to track your activities together for a more complete picture of your progress on deals and accounts.
- How to Track Your Next Steps and Past Activity
See at a glance what just happened and what to do next on the deals and accounts that you’re working on.
- Considerations for Using Activities
Keep in mind these considerations for using activities, including the effects of enabling Shared Activities and designating primary contacts, as well as understanding how activities roll up to account records and what the Last Activity date represents.
- Considerations for Changing How Activities Roll Up to Accounts
By default, the Related To field on an activity determines which account the activity appears on. Often that account ends up being the contact’s primary account, but this behavior doesn’t always make the most sense. For example, if users can relate a contact to multiple accounts, the contact’s primary account isn’t always relevant to the activity. It might make more sense for the activity to appear on one of the contact’s secondary, or indirect, accounts. You can turn off this default roll up behavior from the Activities Settings page, but be aware of the implications.
- Activities Reporting
You can run various reports to get insight into the progress and history of your accounts and deals. If your Salesforce admin has enabled Shared Activities, you can run certain standard or custom reports. These reports display details about events, tasks, calls, and emails, and their related contacts, accounts, opportunities, and other associated records.
- Access to Activities
Know who can view, create, and delete events and tasks, and when they have access. Calendar sharing and access are controlled separately from access to individual activities.
- Activity Reminders in Salesforce Classic
Salesforce displays event and task reminders in a reminder window. When you’re using Salesforce Classic, the reminder window opens whenever a reminder is triggered. When you log in to Salesforce Classic, a sound plays if you have reminders that have been triggered since the last time you logged in. You can customize reminders in your personal settings.
- Archived Activities
Salesforce archives events and tasks on a schedule according to certain criteria.
Activities consist of Tasks (i.e., to-dos) and Events (i.e., meetings). When you go to edit them in Setup to view fields, they are subdivided into Task Fields and Event Fields. Tasks and Events are both standard objects in Salesforce.
An event is a calendar event scheduled for a specific day and time.
Examples of events are:
– Scheduled Conference Calls
A task is an activity not scheduled for an exact day and time. You can specify a due date for a task or there may not be a particular time or date that the tasks or activities need to be completed by.
Examples of tasks are:
– A list of phone calls you need to make.
– An email that needs to be sent.
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