Tasks not related to accounts

Question

Hi,

We have a number of support personnel in Sales that do support work not directly related to accounts, but we want to centralize tasks in SalesForce for visibility to workload across the entire team. Does anyone have any best practices to share related to this?

Thanks!

Ines Garcia · Accepted Answer

Hi Jody,

I think we should be asking:

- Where is that data stored?

- How would that data be used (& often)?

- Which other dependencies those tasks have?

- Support team hollistic operating & business processes view.

- Whats the mid-long term road map for the use of salesforce instance?

Then you can trim down the decision to be: incorporate dept into salesforce use, Lightning Connect (https://trailhead.salesforce.com/en/lightning_connect/lightning_connect_introduction), use of tools such as Formassembly (https://www.formassembly.com/) etc

Hope this helps,

Ines

Jody Kellerman · Answer

Thank you for your responses! Excellent!   Our team has been using SalesForce CRM for six weeks and our focus has been more on tasks related to Leads, Accounts and Opportunities. Now that we are further along, we are looking at the support aspects as well. For me as the Administrator, instead of receiving requests for customization and reports via email, through Basecamp, etc., the process will be for the the team to create tasks for their requests. Additionally, for other support personnel, some tasks may be related to Campaigns and others will be general. The purpose is to show the teams' workload in one place so we can priortize and adjust workload appropriately.   I will keep the questions outlined to help drive this. For the mid-long term view, the links provided will help as we expand our use of SalesForce.   Jody

Tasks not related to accounts

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