Salesforce Task Integration – Jenny’s Weekly Tip #11

Task Integration

One of Salesforce strongest feature is the ability to create and assign tasks. However, managing them can be somewhat of a hassle. With Cirrus Insight, this is no longer an issue as you can create, edit, assign, manage, and complete your Salesforce tasks without leaving your Gmail inbox. Cool right!?

Let’s take a look how you can add tasks to Salesforce.

1. Navigate to the check mark icon to view a list of your tasks.

Screen Shot 2014-06-18 at 09.48.21

2. You can sort your tasks by Today, Overdue, Tomorrow etc by clicking the drop down arrow.

Screen Shot 2014-06-18 at 09.48.44

3. You can hover over a Task to get a summary of that Task.

Screen Shot 2014-06-18 at 10.00.42

4. You can even go into the Task and edit that full record. Simply hover over the task and click Edit.

Screen Shot 2014-06-18 at 10.00.58

5. You can also open the Task up in Salesforce by clicking the cloud icon.

Screen Shot 2014-06-18 at 09.50.39

6. As you complete a task, simply click the checkbox and the task will be completed.

Screen Shot 2014-06-18 at 09.50.56

7. If you wish to create a new task, simply click +Task, populate the fields and click Save.

Screen Shot 2014-06-18 at 09.48.21

Task creation has never been so simple!

If you would like to know what possibilities Salesforce and or Cirrus Insights hold for your business drop Desynit’s Shaun Holmes a friendly call.

As always I am interested to hear what you think so please leave your comments below.

See you next week!

By Jenny Bamber
12 November 2013
Jenny's Admin TipsJenny's Weekly TipsThe Good Systems Blog

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