Reports
Reports can show up to three objects. As an example, Contacts with Course Assignments. This is different from list views, which only show one object..
Dashboards
Dashboards show several reports together on one page.
Taking Notes
Stay organized and on top of all your records by adding notes to accounts, contacts, course assignments etc. With Notes, Salesforce’s enhanced note-taking tool, you can use rich text, lists, and images in your notes; relate notes to multiple records; and create notes in Lightning Experience.
Guidelines for working with Notes in Salesforce
Chatter
Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. Chatter connects, engages, and motivates users to work efficiently across the organization, regardless of role or location. Chatter lets users collaborate directly on records.
Guidelines for working with Chatter
Activity Management
There are four activity types in Salesforce. Two of them are reserved for activities in the future, i.e. that are going to happen, and two of them are for activities in the past, i.e. they’ve already happened.
Two that are going to happen, here they are;
- New Task
- New Event
The two that have already happened;
- Log a Call
Tasks
A New Task is really a “To Do”. Something, anything, that we are going to do in the future. Relevant examples would be – “Follow up on first call”, “Send faculty Invite” or “Make call”. We strongly encourage the practice of encouraging your users to write their own, short, yet descriptive sentences in the Task Subject Line as opposed to using the drop-down Subject line options.
The other important characteristic of a New Task is that is defined by a date. This date is the arbitrary day that the user sets as a deadline by which they want the task to be completed. So, for example, we want to follow up with the faculty member by next Wednesday. And once the date arrives, if the Task is not marked as Completed, then it is tagged as overdue, and the date in the date field is then displayed in a red color.
Lastly, like any record in Salesforce, a Task has an Owner. But the field it isn’t actually called “Owner”. It’s called Assigned To, and the owner or the record is called the Assignee. When you create a New Task, you, the user, are automatically the Assignee, but you can easily Assign the Task to any other individual, or group of individuals in your organization provided they have a Salesforce licenses. Finally, once a New Task is created it has a Status. The default setting is Not Started, but the other options, set by Salesforce, but completely customizable are – In Progress, Completed, Waiting on Someone Else and Deferred.
Events
Like New Tasks, New Events are forward looking activities. And while Tasks represent “To Do’s”, Events really represent scheduled meetings. They’re very similar to an Outlook Calendar meeting. When we hear the term “Event”, we’re more likely to think of something longer, like a one-day conference or a three-day trade show. And Salesforce Events can be all of that as well, but more often than not they simply represent a 1-hour meeting.
Log a Call
Log a Call is so versatile that it can be used to capture any significant interaction between our users and Faculty Members. Log a Call is easy to use.
Log a Call, like New Task and New Event, has a field called Subject Line. Subject line is pre-populated by Salesforce with the word “Call”. You can override the word call and replace it with a short descriptive sentence that gives the nature of the interaction more meaning. Something like “Intro discovery call”, “Onsite meeting”, etc.
After the subject line, comes a larger text field called Comments. Comments is a great place to put more detailed information about what happened on the call, or what the nature of this specific interaction was. It often doesn’t even need to be filled out if the Subject line is descriptive enough – “Left voicemail” for instance.
The fourth and final Salesforce Activity is Email. The user can choose to send emails right out of Salesforce.
There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails.
When an email is sent within Salesforce it gets recorded as a Past Activity.