Activities
Activities are a fundamental feature that virtually every Salesforce Sales Cloud user grapples with. Of course, I used the phrase “grapples with” as a joke, but to be honest, activity updates are often a tedious task not always favored by Salesforce users. Of course, Salesforce allows for significant simplification and automation of this process. There is the option to install the Salesforce plugin for Outlook, which allows logging selected emails or events. You can also enable Einstein Activity Capture integration, which automatically associates emails with the relevant records in Salesforce: Contacts or Leads if the email is related to them. While these solutions are not without flaws, users still largely manually add activity records in Salesforce.
How do activities work? In a very straightforward way. In Salesforce, there are three objects associated with activities: Tasks, Events, and Email. They are distinct, so to create a new Task, you use a different...
