Learn how to complete tasks and set follow-up tasks within Salesforce. Use the Save and Create New Event functionalities to keep track of meetings and follow-up calls.
- [Instructor] If you are using Salesforce regularly…you will be regularly completing tasks.…So let's review how to complete a task…and to also set up a follow up task.…So I'm on my home page now…and I can navigate to all of my tasks…by clicking View All here.…And you'll see, I have an overview task right here…that was due yesterday…that has a little red highlight on it.…So you'll see if I just click here…it shows up on the right with the details.…Now, to complete this task, it's super easy.…All I need to do is click the check marks here.…
And that crosses it out.…And you'll see right here, the status has been…changed to completed.…Now if I want to add any notes here…I can…go down here, and I can write some notes…if I want to.…But if I hit Refresh here…you'll see that no longer comes up on my tasks.…Now, if I wanted to create a follow up on a task…I would simply click into the task.…And right here on the right…there's Create Follow Up.…This is a little bit different if you've used…Salesforce Classic in the past.…
It used to automatically ask you to…
Author
Christine Volden Pereira
Released
10/31/2017Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.
- Navigating Salesforce
- Customizing your profile
- Creating accounts and contacts
- Using lead and opportunity reports
- Completing tasks and adding follow-ups
- Improving data quality
- Using Salesforce on mobile devices
- Customizing reports
- Building dashboards
Skill Level Beginner
Duration
Views
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Introduction
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Welcome48s
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1. Getting Started
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Understand the homepage3m 4s
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How to navigate Salesforce3m 53s
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2. Exploring Objects
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How to create accounts4m 23s
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How to create contacts4m 1s
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How to create leads4m 15s
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How to create opportunities4m 33s
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3. Accounts and Contacts
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Create parent accounts2m 7s
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Best practices for contacts2m 50s
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4. Leads and Opportunities
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How to add leads3m 52s
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Creating opportunities3m 50s
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Use simple lead reports4m 17s
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5. Tasks
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The importance of tasks3m 5s
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How to create new tasks2m 46s
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6. Data Quality
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Understand data quality3m 32s
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7. Salesforce Updates
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Use Salesforce on mobile2m 57s
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8. Custom Reporting
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Saving reports in folders4m 21s
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Customizing reports2m 13s
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Dashboards3m 46s
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Conclusion
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Next steps1m 19s
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Video: Complete tasks and follow-ups