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Understanding Salesforce Activities
Now that we’ve had an overview of the basics of Salesforce CRM, let’s start digging into some core functionality. This chapter covers activities. Activities are at the core of Salesforce CRM because they help you manage the relationship you have with your constituents, that is, the people you are doing business with. Activities include all the touchpoints you go through with your constituents. We will cover the main types of activities in this chapter, which are tasks, events, and emails, and how they affect the user’s workflow.
The following topics will be covered in this chapter:
- Navigating to what Salesforce defines as activities
- Creating entries for events and calendars
- Sending emails from Salesforce ...
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