Building a Salesforce-Powered Front Office: A Quick-Start Guide

© Rashed A. Chowdhury 2021

R. A. ChowdhuryBuilding a Salesforce-Powered Front Officehttps://doi.org/10.1007/978-1-4842-6676-2_5

5. Activities

Rashed A. Chowdhury¹  

(1)

Marietta, GA, USA

 

In the previous chapter, we discussed the concept of the customer, company, account, person account, account team, and how to streamline account organization processes using technology like Informatica Cloud. In Salesforce, activities are the events and tasks that your users manage. Salesforce enables users to be prepared for any meeting and helps identify the highest priority task at hand. In this chapter, we will be discussing the following topics related to activities:

• Meeting, Email, Tasks, and Phone Calls

• Creating Events

• Tracking Events

• Task

• Creating Tasks

• Tracking ...