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 ...