Learn the many ways of creating tasks within Salesforce. Discover how to create tasks within accounts, set reminders, assign priority levels and determine recurrence settings.
- [Instructor] Creating new tasks within Salesforce is easy.…You can do this in a variety of areas,…and Salesforce will even proactively prompt you…to create a task at key times.…Like, when you convert a lead into an opportunity.…So, let's look at creating a new task.…Let's say I just had a meeting with Montclair Swimming,…and I have some internal follow-ups to do,…in order to answer some outstanding questions…for this potential client.…So, I'm going to find the account. Montclair Swim.…And I'm going to scroll down, into Open Activities,…and create a new task here.…
And I'm going to put a subject: follow up internally.…I'm going to select a Due Date.…I can select a Priority. Right now, I'll select Normal.…A Status. I have not yet started this, but,…if you wanted to let people know…that something is in progress,…or that you're waiting for someone else,…you have those options.…And I can select a Contact, if I want to,…but it's not required. And this is, of course,…related to the account, Montclair Swimming.…
On the bottom, you'll see I have the ability…
Author
Released
11/25/2016Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.

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- Navigating Salesforce
- Setting up your profile
- Creating accounts
- Adding contacts and leads
- Converting leads into opportunities
- Logging tasks, meetings, and activities
- Running a search
- Monitoring your dashboard
- Customizing reports
Skill Level Appropriate for all
Duration
Views
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Introduction
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Welcome1m 21s
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1. Getting Started
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Understand the home page2m 5s
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2. Exploring Objects
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How to create accounts2m 49s
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How to create contacts3m 42s
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How to create leads3m 43s
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How to create opportunities3m 31s
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3. Accounts and Contacts
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How to setup an account team1m 40s
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Best practices for accounts1m 46s
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4. Leads and Opportunities
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How to add leads3m 50s
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Creating opportunities2m 41s
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Use simple lead reports3m 38s
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5. Tasks
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The importance of tasks2m 50s
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How to create new tasks2m 21s
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6. Opportunities
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Understand data quality3m 34s
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7. Latest Releases
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Use Salesforce on mobile3m 11s
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8. Custom Reporting
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How to use standard reports4m 38s
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Types of custom reporting2m 50s
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Dashboard3m 23s
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Conclusion
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Next steps44s
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Video: How to create new tasks