Chapter 7. Managing Activities

In This Chapter

• Creating activities

• Managing activities

• Updating activities

• Synchronizing with Microsoft Outlook and Lotus Notes

Activities in Salesforce are scheduled calendar events and tasks. In many ways, Salesforce's events and tasks are just like the activities you use in Microsoft Outlook and Lotus Notes. You can schedule events on your calendar, invite people to meetings, book a conference room, and add tasks to your to‐do lists so that you don't forget to get things done. (You can even synchronize Salesforce with Outlook or Lotus Notes, so that you don't have to input activities twice; see the final section of this chapter.)