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Comparing Salesforce to a .css-17ye4v2-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-17ye4v2-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-17ye4v2-Link[class][class][class][class][class][data-color=”ocean”]{color:var(–zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”ocean”]:hover{color:var(–zds-colors-night,#2b2358);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”ocean”]:focus{color:var(–zds-colors-blue-jeans,#3d4592);outline-color:var(–zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”white”]{color:var(–zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”white”]:hover{color:var(–zds-colors-neutral-500,#a8a5a0);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”white”]:focus{color:var(–zds-colors-neutral-100,#fffdf9);outline-color:var(–zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”primary”]{color:var(–zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”primary”]:hover{color:var(–zds-colors-night,#2b2358);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”primary”]:focus{color:var(–zds-colors-blue-jeans,#3d4592);outline-color:var(–zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”secondary”]{color:var(–zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”secondary”]:hover{color:var(–zds-colors-neutral-500,#a8a5a0);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”secondary”]:focus{color:var(–zds-colors-neutral-100,#fffdf9);outline-color:var(–zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-weight=”inherit”]{font-weight:inherit;}.css-17ye4v2-Link[class][class][class][class][class][data-weight=”normal”]{font-weight:400;}.css-17ye4v2-Link[class][class][class][class][class][data-weight=”bold”]{font-weight:700;}to-do list is like comparing a new Tesla to the tricycle I bought for my kid at a garage sale. But Salesforce does have a tasks feature for sales teams that want to tighten up their lead follow-up and close deals faster. Here's how it works.
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What are tasks in Salesforce?
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Salesforce tasks are essentially just a to-do list inside of Salesforce. Sales teams use them as reminders to follow up with leads, send over proposals, or do anything else related to closing deals.
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Automate Salesforce to keep your business on track
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12px;}.css-edp72m-BaseButton[class][class][class][class][class][data-size=”medium”][data-square]{width:50px;}.css-edp72m-BaseButton[class][class][class][class][class][data-size=”large”]{font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:18px;line-height:var(–zds-typography-paragraph1short-lineheight,24px);font-weight:600;–Button-buttonContentPadding-7e54ff1a:0 20px;height:60px;}.css-edp72m-BaseButton[class][class][class][class][class][data-size=”large”][data-icon]{–Button-buttonContentPadding-7e54ff1a:0 17px;}.css-edp72m-BaseButton[class][class][class][class][class][data-size=”large”][data-square]{width:60px;}.css-edp72m-BaseButton[class][class][class][class][class][data-unpadded],.css-edp72m-BaseButton[class][class][class][class][class][data-square]{–Button-buttonContentPadding-7e54ff1a:0 !important;}.css-edp72m-BaseButton[class][class][class][class][class][data-pill]{border-radius:100px 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!important;}.css-1j36ts-BaseButton[class][class][class][class][class][data-pill]::before{border-radius:100px !important;}.css-15pn9qt-BaseButton__buttonContent[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}.css-15pn9qt-BaseButton__buttonContent[class][class][class][class][class]{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;min-width:0;padding:var(–Button-buttonContentPadding-7e54ff1a);}.css-i33i6a-BaseButton__buttonText[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}.css-i33i6a-BaseButton__buttonText[class][class][class][class][class]{display:inline-block;overflow:hidden;text-overflow:ellipsis;-webkit-flex:1;-ms-flex:1;flex:1;}Learn more
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The most helpful part about a task in Salesforce, though, is that it's related to a particular record. Instead of flipping between a to-do list app and hub-of-all-things Salesforce, everything is right there in one place, and it's clear which leads, customers, or accounts each task is meant for.
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Salesforce also keeps a timeline of all of the tasks associated with each record, so you can see everything at a glance.
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How to create a task in Salesforce
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There are a lot of ways to create tasks in Salesforce, and the good news is that none of them are wrong. That said, I'll walk you through how to create a new task from the Tasks tab.
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In the left sidebar, click the arrow button in the top-right corner, and select New Task.
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.css-j2b5z0-Image{border:1px solid var(–zds-colors-gray-20,#e6e6e6);border-radius:5px;height:auto;width:100%;}.css-12uxfoq-RichImageComponentStyled-Image{border-radius:3px;object-fit:cover;width:100%;max-height:100%;border:1px solid var(–zds-colors-gray-20,#e6e6e6);border-radius:5px;height:auto;width:100%;}.css-2u530l-MaxWidthImage-RichImageComponentStyled-Image{border-radius:3px;object-fit:cover;width:100%;max-height:100%;border:1px solid var(–zds-colors-gray-20,#e6e6e6);border-radius:5px;height:auto;width:100%;}
.css-1rrphk6-Caption{color:var(–zds-colors-gray-80,#424242);line-height:130%;margin-top:10px;}.css-1rrphk6-Caption > small{font-size:14px;}
Next, enter the details of your new task.
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Tasks have three required fields:
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.css-za45rc-LI{display:list-item;}.css-za45rc-LI::marker{color:#403f3e;}
.css-mj4bun-P{color:var(–zds-colors-neutral-700,#403f3e);font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:16px;line-height:var(–zds-typography-paragraph3-lineheight,24px);font-weight:400;}.css-mj4bun-P a > *{font-size:16px;}@media (min-width:660px){.css-mj4bun-P{font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:18px;line-height:31px;font-weight:400;}.css-mj4bun-P a > *{font-size:18px;}}
Status : the stage of completion is the task at
Subject : typically a description of what the task is
Priority : how important or urgent the task is
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You'll also have the option to fill out optional fields:
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.css-za45rc-LI{display:list-item;}.css-za45rc-LI::marker{color:#403f3e;}
.css-mj4bun-P{color:var(–zds-colors-neutral-700,#403f3e);font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:16px;line-height:var(–zds-typography-paragraph3-lineheight,24px);font-weight:400;}.css-mj4bun-P a > *{font-size:16px;}@media (min-width:660px){.css-mj4bun-P{font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:18px;line-height:31px;font-weight:400;}.css-mj4bun-P a > *{font-size:18px;}}
Assigned to : the team member the task is assigned to
Name: the name of the lead or contact the task is associated with
Due date : the date that the task is due
Related to: the account that the task is associated with, if any
.css-1l8ttdo-Outer{display:grid;}
.css-1k8va2o-CenteredAlignedDiv{text-align:center;}
.css-j2b5z0-Image{border:1px solid var(–zds-colors-gray-20,#e6e6e6);border-radius:5px;height:auto;width:100%;}.css-12uxfoq-RichImageComponentStyled-Image{border-radius:3px;object-fit:cover;width:100%;max-height:100%;border:1px solid var(–zds-colors-gray-20,#e6e6e6);border-radius:5px;height:auto;width:100%;}.css-2u530l-MaxWidthImage-RichImageComponentStyled-Image{border-radius:3px;object-fit:cover;width:100%;max-height:100%;border:1px solid var(–zds-colors-gray-20,#e6e6e6);border-radius:5px;height:auto;width:100%;}
.css-1rrphk6-Caption{color:var(–zds-colors-gray-80,#424242);line-height:130%;margin-top:10px;}.css-1rrphk6-Caption > small{font-size:14px;}
.css-v89zvp-H2{color:var(–zds-colors-neutral-800,#2d2e2e);font-family:var(–zds-typography-heading,”Degular”,Helvetica,arial,sans-serif);font-size:var(–zds-typography-pageheader7-fontsize,34px);line-height:var(–zds-typography-pageheader7-lineheight,40px);font-weight:var(–zds-typography-semibold-weight,600);-webkit-letter-spacing:var(–zds-typography-small-letter-spacing,normal);-moz-letter-spacing:var(–zds-typography-small-letter-spacing,normal);-ms-letter-spacing:var(–zds-typography-small-letter-spacing,normal);letter-spacing:var(–zds-typography-small-letter-spacing,normal);}
Never miss a follow-up opportunity
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Tasks in Salesforce, while a simple concept, are hands down one of the best ways to make sure your team is following up with leads and closing new deals.
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Related reading:
.css-1kfcv46-UL{color:var(–zds-colors-neutral-700,#403f3e);list-style:disc;margin-left:10px;padding-left:10px;font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:16px;line-height:var(–zds-typography-paragraph3-lineheight,24px);font-weight:400;}@media (min-width:660px){.css-1kfcv46-UL{font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:18px;line-height:31px;font-weight:400;}}
.css-za45rc-LI{display:list-item;}.css-za45rc-LI::marker{color:#403f3e;}
.css-mj4bun-P{color:var(–zds-colors-neutral-700,#403f3e);font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:16px;line-height:var(–zds-typography-paragraph3-lineheight,24px);font-weight:400;}.css-mj4bun-P a > *{font-size:16px;}@media (min-width:660px){.css-mj4bun-P{font-family:var(–zds-typography-base,”Inter”,Helvetica,arial,sans-serif);font-size:18px;line-height:31px;font-weight:400;}.css-mj4bun-P a > *{font-size:18px;}}
.css-17ye4v2-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-17ye4v2-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-17ye4v2-Link[class][class][class][class][class][data-color=”ocean”]{color:var(–zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”ocean”]:hover{color:var(–zds-colors-night,#2b2358);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”ocean”]:focus{color:var(–zds-colors-blue-jeans,#3d4592);outline-color:var(–zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”white”]{color:var(–zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”white”]:hover{color:var(–zds-colors-neutral-500,#a8a5a0);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”white”]:focus{color:var(–zds-colors-neutral-100,#fffdf9);outline-color:var(–zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”primary”]{color:var(–zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”primary”]:hover{color:var(–zds-colors-night,#2b2358);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”primary”]:focus{color:var(–zds-colors-blue-jeans,#3d4592);outline-color:var(–zds-colors-blue-jeans,#3d4592);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”secondary”]{color:var(–zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”secondary”]:hover{color:var(–zds-colors-neutral-500,#a8a5a0);}.css-17ye4v2-Link[class][class][class][class][class][data-color=”secondary”]:focus{color:var(–zds-colors-neutral-100,#fffdf9);outline-color:var(–zds-colors-neutral-100,#fffdf9);}.css-17ye4v2-Link[class][class][class][class][class][data-weight=”inherit”]{font-weight:inherit;}.css-17ye4v2-Link[class][class][class][class][class][data-weight=”normal”]{font-weight:400;}.css-17ye4v2-Link[class][class][class][class][class][data-weight=”bold”]{font-weight:700;}3 ways to automate your sales
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