Tuesday, October 10th, 2006
Daily Archive
Daily Archive
Posted by Peter Mitton on 10 Oct 2006 | Tagged as: Uncategorized
Just a quick notice, I will be on vacation from Wed 10/11/2006 to 10/16/2006. I am not sure if I will have internet access where I am going, so I will post the articles this week if I can, or when I get back. Articles to look for…
See you all when I get back.
Posted by Peter Mitton on 10 Oct 2006 | Tagged as: Sales Process, User, Managers, Administrators, Tips and Tricks
When we work in Salesforce, we have the advantage of being able to communicate across the enterprise using the activities tools. Now, we have already covered the process of creating activities, but as we can see from our example, we don’t have a lot of visibility.
But you might be saying to yourself right now “But I saw all my tasks and events, thats pretty visible, isn’t it?”.
You would be right about that, it is pretty visible to you, but what about this scenario. Lets say we have used the activity creation tools to create a task for another one of our team members. How do we know its complete? Heck, how do we even remember that we created the task in the first place. Well, this series of articles is going to cover this in some detail. Get your propeller hats out, because we are going to dive in to some advanced tips and tricks below the fold!