This video explains a core feature of the Salesforce workflow, which is recording activities known as tasks.
- [Instructor] Let's take a look at activities…and actions within Salesforce.…Great recordkeeping is critical…and so easy within Salesforce.…You can keep track of important events…and honor supporters' contributions.…You can also organize conversion…from prospects to supporters with Salesforce.…Remembering important details like donations,…anniversaries, and birthdays assists with donor retention.…You may even want to track details…about an important conversation or meeting.…
Salesforce helps us with promptings for follow through.…The value of a relationship requires tracking…of details and donations.…These interactions, often unseen,…can mean more support for NGOs…in ways that cannot be measured.…Salesforce enables tracking of lots of data points…and we'll show you how this works.…An activity is the term for a task,…an event, a call, or an email.…Activities relate to data records within Salesforce.…With shared activities enabled,…we can relate an activity to multiple contacts.…
Let's start at the Home screen…and we'll take a look at activity settings…
AuthorChristopher Matthew Spencer
- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
1. Getting Started
2. Working with Salesforce
3. Working with Data
4. Tools for Success
5. Measuring Success
Next steps1m 17s
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