How do I see my tasks on SFDC?


Your pending tasks will appear in the TASKS section. By default, you will be able to focus on tasks that you need to complete today, as well as any tasks that are overdue. Using the filters, you can change the date and type: Cadence tasks, Next steps or custom tasks (tasks), and meeting reminders.

To execute your tasks, click on the task and the name of the related lead or company, and the bubble will open displaying the information for that lead or company, as well as any quick actions.

Let’s see them!

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