In Part 1 of our series, we discussed, in broad and conceptual terms, how we might utilize Salesforce as a tool for internal communication. We also discussed some of the theoretical tools that might be required to properly track and report on those communications. In part 2, we will begin the process of organizing and presenting that information in a concise and easy to follow manner.

Lets review, for a moment, some of the questions we should be asking ourselves, and then begin to put together a way of answering those questions using Salesforce.

Question 1: What tasks are assigned to me?

This is a pretty basic question, and probably one of the most important. Thankfully, it has already been answered for us. On our home tab is a quick list of all of our current tasks. If we examine the list, you should notice that there is a drop down selector in the upper right corner that allows us to filter the list of tasks. It should be noted that when we exceed a certain number of tasks, the display on the front page stops, and we are presented instead with a “view more” option. This takes us the second screen which shows us all of our tasks as well as calendar events.

You can see this demonstrated in the attached Lesson Video #1: Creating and Finding Tasks (11m26s, 3.48mb).

In our next lesson, we discuss how to create a report which will show us all of the tasks that are assigned to us.