Understand Salesforce Tasks & Events

In this video, we'll guide you through the powerful world of Salesforce Activity and Task Management.

Learn the differences between Tasks and Events and how the WhoId and WhatId tie these records to other objects.

Whether you're a Salesforce beginner or aiming to take your skills to the next level, this video is your go-to resource. Don't miss out on the chance to stay on top of your tasks!

[salesforcenow]

Not the tutorial you are looking for? Let me know what you'd like to see in an upcoming video!

[damalex]

Great video! I just have a question for the replied email. Do you know how to setup and let the replied email shows in the activity as well? Thanks!

[bradgregory]

Great video. What is the best way to have a report that shows my teams activities by salesperson?

[ckskevin]

Hi, you mentioned log a call and send email. What do you recommend if my reps meet their customers? Event?

[sanataniye_sanskriti]

Hey @salesforcenow, how can i add the feilds in the Events object. I want some extra fields in this . Please help

[juliantellez]

Hello Mister! Is there a way to add new fields to our call? For example, instead of going to the account, can we include the task and reminder directly in our call so that they appear in our calendar?

Thanks in advance bro!

[gani]

Hi. I have tasks, is there any way for my users to Edit the said tasks? I checked the permissions and the Edit Task is checked, but still have the error message of 'insufficient access rights on object ID'

[OferSivan]

Can an Event be created automatically when a meeting is scheduled?
It makes sense it should, but can't get it to work (Calender is synced)

[kerrypatel]

Thanks for the video! Is there a way to tag my client's activities with key words or "Topic"?

[LutGarcia]

In the Events object, what is the difference 'Name' and 'Attendees'?