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CRM TODO / activity salesforce
Posted by The Team at Mindmatrix on 14 August 2018 05:05 PM

Reference this article to get started with ToDo notifications from Mindmatrix. http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0 

 

This article will display how todo activities are generated for salesforce. 

ToDo activities for salesforce can be generated under Lead, Contact or Opportunity. 

Within Mindmatrix contact todo will be generated using the referenced article here

salesforce CRM holds activities in the tasks module, as well as inside of each of the mentioned areas. Screens shots are below.

 

Dashboard Tasks:

Dashboard Tasks SalesForce  

 

Inside of Leads, Contacts and opportunities Tasks will show as activities section: 

salesforce open activities

 

Task / Activity Section of salesforce:  

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