You likely have tasks that repeat themselves on a regular basis – monthly reports, weekly team meeting, remembering to call your account team. Instead of creating a new task for each occurrence, give it a recurring due date. When you complete a recurring task, it will automatically reset for the
Tag: salesforce task
Create a Task from Contact and Populate Account Using Quick Action
Business Use Case Pamela Kline is working as a System administrator at Universal Containers. She has received a requirement to auto-populate the account field when creating a new Task from Contact. Guided Practice (We-do): To create a quick action, perform the steps below: Navigate to Setup | Object Manager | Contacts |