Staying organised is crucial for productivity, and Salesforce provides powerful tools to help you manage your day – Tasks and Calendars. Let’s walk through how to use these features effectively, so you never miss a follow-up or meeting again.
Understanding Salesforce Tasks
Tasks in Salesforce allow you to track to-dos, reminders, and action items tied to records like Leads, Opportunities, or Accounts. They ensure that nothing slips through the cracks.
How to Create a Task:
- Navigate to the record (e.g., a Lead or Opportunity).
- In the Activity tab, click New Task.
- Fill in the details:
- Subject: A short description (e.g., “Follow up on proposal”)
- Due Date: When the task should be completed
- Assigned To: Assign it to yourself or a team member
- Click Save.
Managing Tasks:
- View all your tasks from the Tasks tab.
- Use filters to see overdue, upcoming, or completed tasks.
- Mark tasks as complete directly from the list view.
Tip: Automate task creation using Flows – for example, create a task automatically when an Opportunity reaches a certain stage.
Using Salesforce Calendars
The Calendar in Salesforce helps you schedule and track meetings, calls, and events. You can view your agenda, schedule appointments, and sync with external calendars.
How to Create a Calendar Event:
- Go to the Calendar tab.
- Click New Event.
- Add details like:
- Subject: Meeting name or event title
- Start and End Date/Time
- Location: Physical or virtual
- Related To: Link the event to an Account, Opportunity, etc.
- Click Save.
Customising Your Calendar:
- Use the Day, Week, or Month view.
- Create custom calendars to track team events, deadlines, or project timelines.
- Add filters to show only specific event types.
Tip: Integrate Salesforce with Google Calendar or Outlook for seamless scheduling.
Bringing It All Together: Best Practices
✔ Link tasks and events to records — Ensure everything is tied to relevant Opportunities or Accounts for better tracking.
✔ Use reminders — Set task reminders so you never miss a follow-up.
✔ Automate recurring tasks — For regular check-ins or updates.
✔ Collaborate with shared calendars — Coordinate team efforts easily.
✔ Review daily — Spend a few minutes each morning reviewing your Salesforce calendar and tasks.
Final Thoughts
Salesforce Tasks and Calendars keep you organised and ensure nothing important slips through the cracks. With a bit of setup and daily use, you’ll boost your productivity and stay on top of your day.
Looking to customise your Salesforce setup to better suit your team’s workflow? IntegraLogic can help you build tailored solutions to streamline your scheduling and task management. Click the button below and let’s talk!