.css-12p6n7x{overflow:auto;}.css-12p6n7x >*{margin-bottom:20px;margin-top:20px;}.css-12p6n7x >H2{margin-top:60px;}.css-12p6n7x >H3{margin-top:40px;}.css-12p6n7x>[id]{scroll-margin-top:20px;}@media (min-width: 660px){.css-12p6n7x>[id]{scroll-margin-top:100px;}}

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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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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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  1. .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;}}

    In the left sidebar, click the arrow button in the top-right corner, and select New Task.

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  2. Next, enter the details of your new task. 

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Tasks have three required fields:

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    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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    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

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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:

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