Frequent question: What is follow up task in Salesforce?

What is the difference between tasks and activities in Salesforce?

Activities is the term for both Tasks and Events. There is no “Activities” object, there is a “Task” and “Event” object in the API. You can think of Tasks and Events as “Types of Activities”. In the UI these records for both objects show up in the “Open Activities” and “Activity History” related lists.

How does task reminder work in Salesforce?

Salesforce sets a reminder on all new tasks. You choose the date and time when you want task reminders; the default is 8:00 AM the day that a task is due. You can disable the reminder or change the reminder time when you edit a task. Salesforce sorts reminders by due date first and then by the reminder date and time.

What is activity and task in Salesforce?

Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.

What is task and event in Salesforce?

Tasks are things to do, a “point in time” (no duration), such a prepare meeting notes, set up conference room. … Events are meetings (i.e. sales meeting on the 10th from 2pm to 3pm with Fred & Wilma), so they have a start time, an end time, a location, and invitees (tasks can’t).

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What is Activity tab in Salesforce?

You may wonder where the Activities tab is in Salesforce, so you can see a list view of activities. … When you click that icon, you go to a activities page that has standard views that Salesforce has created for you. You can see your own activities (tasks and events) and also your delegated activities.

Are calls tasks in Salesforce?

The ‘Log a Call’ button creates a completed task or activity record for your Users to document communications.

What is the relationship between tasks and events?

An Event is placed on your Calendar with an option to invite others and set reminders leading up to the date and time of the occurrence. A Task, on the other hand, is an activity that must be performed by a given date, think of it as an item on your to-do list.