Understanding Salesforce Activities

Now that we've had an overview of the basics of CRM, let's start digging into some core functionality. This chapter covers activities. Activities are at the core of CRM because they help you manage the relationship you have with your constituents, that is, the people you are doing business with. Activities include all the touchpoints you go through with your constituents. We will cover the main types of activities in this chapter, which are tasks, events, and emails, and how they affect the user's workflow.

The following topics will be covered in this chapter:

• Navigating to what Salesforce defines as activities
• Creating entries for events and calendars
• Sending emails from Salesforce and exploring the email integration options

By the end of this chapter, you will have learned about tasks, events, calendar integration, and emails in Salesforce.