Using Salesforce Activities to Stay Organized and Follow Up

Course Overview

Learn how to use Salesforce Activities to stay organized, manage your daily workload, and ensure consistent follow-up with prospects and customers. This hands-on workshop focuses on tasks, meetings, calls, emails, reminders, and next steps so sales representatives can use Salesforce more effectively in their day-to-day work.

What You’ll Learn

• Understand the role of Activities in Salesforce.

• Create and manage tasks, events, calls, and emails.

• Set due dates, priorities, and reminders.

• Use the Activity Timeline to review customer interactions.

• Relate activities to leads, contacts, accounts, and opportunities.

• Organize your daily workload and follow-up commitments.

• Document meaningful customer interactions.

• Create clear next steps after calls and meetings.

• Use Salesforce to maintain momentum throughout the sales process.

• Apply best practices for consistent activity management.

What’s Included

• Three hours of live, instructor-led training.

• Hands-on exercises in a dedicated Salesforce practice environment.

• Realistic sales scenarios and practical activities.

• Opportunities to apply the concepts directly in Salesforce.

• Time for questions and instructor feedback.

Who Should Attend?

This course is designed for sales representatives, account executives, business development representatives, and other sales professionals who want to improve their organization, productivity, and follow-up using Salesforce.

Prerequisites

Participants should have a basic understanding of Salesforce navigation and familiarity with leads, contacts, accounts, and opportunities.

Course Details

• Class Code: SFT-SR-104

• Duration: 3 hours

• Format: Live, instructor-led workshop

• Practice Environment: Participants may use either a dedicated Salesforce practice environment or their own Salesforce environment.

• Course Focus: Salesforce Activities, task management, personal organization, and customer follow-up.

Important: The instructor will deliver the workshop using a dedicated Salesforce practice environment. If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, reports, dashboards, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise or demonstration will work identically in your organization’s environment.

If your Salesforce environment is highly customized, you may wish to consider private training tailored specifically to your organization’s configuration, sales process, and activity-management practices.

Delivery

For individuals and small groups: Virtual, live instructor-led training.

For private groups of five or more: Please inquire about arranging a private class. Depending on needs and location, private training may be virtual, in person, or on-site.

Course Provider

This course is developed and delivered by The Salesforce Trainers, a team of experienced sales and Salesforce professionals specializing in Salesforce adoption, sales leadership, training, and change management.