Salesforce Task Management and Task Split Views

Daniel Gonzalez |
 Learn Salesforce |
 Aug 9, 2021

In this video, we show you methods to efficient task management using task split views. Tasks are used in Salesforce to track pending activities that need to be completed. A common scenario in Salesforce is when tasks need to be tracked across objects. By using split views, you can update tasks in bulk without having to click through the task for each object that it applies to. 

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