I’m still pinching myself. My new book Mastering Salesforce CRM Administrationwas out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators, and developers who want to take their knowledge to the next level to become a Salesforce certified advanced administrator. As you go through the content, you will notice that this book focuses on real-world examples. This book builds upon these examples to help you understand and use the features of the Salesforce.com platform.
This book is all about mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform. I have discussed many complex topics in this book, such as territory management,forecasting,quota,escalation rule,knowledge base,Visual Workflow, Process Builder, deployment using Force.com Migration Tool and more. This book covers almost all the topics mentioned in Salesforce certified advanced administrator examination study guide.
Here’s a taste of what you’ll uncover:
Adopt Lightning Experience to improve the productivity of your organization’s sales team
Create and maintain service entitlements and entitlement processes
Process Builder basic and advanced concepts
Implement Customizable Forecast and quota management
Implement Knowledge base management to improve support reps productivity
Implement territory management
Exploring different ways to deploy application between environments including Force.com Migration Tool
Best practices for improving and enriching data quality
And yes, so much more.
I would like to take this opportunity to thank both of you (Jitendra Zaa and Vinay Chaturvedi) for the effort and expertise that you have contributed to reviewing, without which it would have been impossible to maintain the high standards of the book.
Vinay Chaturvedi is a Salesforce MVP, currently working as a principal consultant. He has been loving and living Salesforce since 2011.
Jitendra Zaa is a Salesforce MVP, author, and a Dreamforce speaker with more than 9 years of experience in web technologies and cloud platforms.
Recurring Tasks means is to create a series of identical task with with recurring due dates. For example, you might define the weekly meeting as a recurring task for some account. Before Spring’14 release you were not able to do this through Salesforce UI, so the alternative way is “How to create a Recurring Event or Task with Data Loader“.
In Spring’14 release Salesforce has added an awesome feature “repeat tasks” after that you will be able to create recurring tasks on a flexible schedule.
Fields Related to Repeat tasks
Salesforce has added two new fields called as “Repeat This Task” with Data Type- Picklist and “Recurrence Interval” with Data Type – Number.
Task New Fields
1) “Repeat This Task” picklist have only three values and you can’t add or remove values from this picklist. The next task in the series is created only when the current task is due or marked completed. Repeating tasks are a streamline alternative to regularly recurring tasks when you don’t need to get a task done on a specific day.
Repeat This Task
Note:- If “Repeat This Task” on an existing task is set to (Task closed), it indicates the task was closed as part of a repeating series.
2) “Recurrence Interval” enter the number of days after the task’s due date or completed date when you want the next task to be due.
Enable repeating tasks for your organization
This feature available in Developer, Performance, Enterprise, Professional, ContactManager, Group and Unlimited editions. To enable repeating tasks, add both the fields to a task page layout.To configure it follow the below steps
1) Click on Name | Setup | AppSetup | Customize | Activities| Task Page layout.
2) Create a new section called as “Recurring Task“, then drag and drop both fields on task page layout.
Add Fields on task page Layout
3) Click on Save.
Now it’s time to test it
1) To test this feature go to any Account records detail page and navigate to “Open Activities” related list, Click on “New Task” Button and fill the details shown as in below snapshot.
Repeat This Task -After Date Completed Recurrence Interval – 14
Create New Task
2) Click on Save.
3) Close the task that you created in last steps.
4) Now you can see, One new task is automatically created with the same name.
Recurring Tasks created by Salesforce
Note:- If a task is set to repeat after the due date, and the date you close the task precedes the due date by more than the recurrence interval, then the due date of the next task is set to a date the same as or later than the current task’s due date. For example, if you set a task to repeat three days after its due date, but you close the task five days before the due date, the due date of the next task is set to one day after the current task’s due date (due date minus five plus twice the three-day interval).
How can you distinguish repeating tasks from other tasks.
If “Repeat This Task” on an existing task is set to (Task closed), it indicates the task was closed as part of a repeating series. You can use this information to distinguish repeating tasks from other tasks for reporting purposes. To check this Go to Account details page that you used for last steps and navigate to “Activity History” related list and open “Demo Task” that you closed in the last steps.