Summary

Activities are at the core of CRM, so it is very important that you understand how to log your interactions with constituents.

In this chapter, we learned about the use cases for tasks and how to create and work with tasks. Then, we learned how we create use cases for events and how to create and work with them, as well as how to create use cases for sending emails from Salesforce and the options we have if we wish to extend this functionality to Outlook or Gmail. All of these skills will help us in our daily interactions, which will lead to more sales!

This is a good time to review what we have learned in our development organization and see if we can answer some questions. In the next chapter, we will tackle Leads!