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You're reading from  Salesforce Sales Cloud – An Implementation Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
Concepts
Marketing
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Author (1)
Kerry Townsend
Kerry Townsend
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Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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Activities

In this section, we will look at the capabilities of Sales Cloud for capturing and managing sales activities such as calls and meetings. Then, we’ll explore some key considerations and what happens in practice.

Sales Cloud capabilities

In Salesforce, “activities” is a collective term that’s used for Task and Event objects. Unlike other standard Objects, these two Objects have two polymorphic relationship fields – WhoId and WhatId. This allows these records to be related to different types of Objects via the one relationship field – for example, either the Opportunity or Account. This very flexible type of relationship field is not available to create in Setup as a custom field.

To create custom fields for the Task and Event Objects, you need to create them on the Activities Object. By default, Task and Events that are related to Contacts also appear on the Activity Timeline of the Contact’s Account. This automatic...

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Salesforce Sales Cloud – An Implementation Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781804619643
© 2024 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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