Skill Shot: Manage Your Daily Follow-Up in Salesforce

Format: Free, live, instructor-led session

Audience: Primarily for sales representatives and business development representatives

Duration: 45 minutes

Session Overview

Learn how to use Salesforce Activities to record customer interactions, create follow-up tasks, and manage your daily to-do list. This practical session will help sales representatives stay organized and ensure important follow-up commitments don’t get missed.

What You’ll Learn

• Log a customer call in Salesforce.

• Create a follow-up task.

• Set a due date and reminder.

• Find and review your outstanding tasks.

• Complete a task and record the outcome.

• Use your Salesforce to-do list to stay organized.

Hands-On Practice

Participants will work through a simple sales scenario—from logging a customer call to creating, managing, and completing the required follow-up task.

Practice Environment

Participants may use either:

• Their own Salesforce environment, or

• A dedicated Salesforce practice environment, provided at no additional cost.

Important: If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise will work identically in your organization’s environment.

Related Course

Using Salesforce Activities to Stay Organized and Follow Up

Class Code: SFT-SR-104