WEBINAR
Salesforce’s Activity Type is usually ignored since it requires manual input, which sales reps hate. Listen in as Salesforce experts discuss why Activity Type is crucial for accurate reporting and share ways to update this field that sales reps won’t complain about.
Operations Director at Salesforce Ben, is a 6x certified Salesforce consultant who contributed 200+ articles to the Salesforce community.
Director of Sales & Strategic Ops at Revenue Grid, is a Salesforce Consultant and BA, Certified Salesforce Administrator with 9+ years of experience.
What’s Salesforce Activity Object exactly, and how to gain a clear understanding of it?
How should your sales team utilize Activity Types effectively?
Why does ignoring Activity Types mean inaccurate reporting?
Can automation make it easier to update Activity Types without burdening sales reps?
