Lesson: 14 | Activities

Notes
Video

Notes

In Salesforce, an activity refers to any task, event, or interaction that is related to a particular record, such as a lead, contact, or opportunity. Activities are used to track and manage communication and engagement with customers and prospects. Here are some examples of activities in Salesforce:

Task: A to-do item that needs to be completed, such as a follow-up call or email.
Event: An appointment or meeting with a customer or prospect.
Email: An email message that has been sent or received.
Call: A phone call that has been made or received.
Log a Note: A note or comment that is added to a record to document a conversation or update.
Log a File: Attach a file to a record, such as a proposal or contract.

Salesforce provides a variety of tools to help sales professionals manage their activities efficiently, such as task lists, calendars, and email templates. By tracking and managing activities in Salesforce, sales teams can ensure that they are staying organized and focused on building relationships with their customers and prospects.

Prev You need to login to have access to the quizzes. Next

Mastered by 68 users.

Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

You need to complete all the quizzes before certification.

Go to top

Login to your account

Lesson: 14 | Activities

Notes

Administrator Course