3/31/2024 0 Comments Salesforce event managementWhile in lighting experience, we have a separate column window for activity features. We also need to add the “Related List” to the page layout section to view the activities in classic experience. The feature can be enabled on already on created objects as well by Edit option. In the Object definition page, we check the Allow activities. How to enable task/event features on an object? We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same. Though they don’t have a separate tab as they are dependent on other objects. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more. Tasks and events in Salesforce combined are known as Activities 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. He creates and assigns you a task to track updates. Suppose your manager wants you to draft a follow-up email to a new client and collect the payment. Task talks about “What”, and have a deadline. A Task in Salesforce is an activity helps keep ups the to-do list and assign, track, and filter tasks lists and notifications of an organization that needs to be worked on.Ī task may not have any specific time period or time duration for completion.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |