

You will receive joining instructions before your selected session. Keep Microsoft Outlook and Salesforce tasks in sync.Required Editions and User Permissions Available in: Salesforce Classic (not available in all orgs). Online training will be delivered via MS Teams.

Use the To Do function Your other option for creating a task is to use the To Do function in Outlook.

Assign a color category to a group of interrelated items-such as notes, contacts, appointments, and email messages-so that you can quickly track and organize them. Open Outlook Select 'New Item' Select a task Enter a name for the task in the 'Subject' box Set the start date and due date Set a priority and a reminder Click 'Task,' 'Save' and 'Close' 2. A detailed list of all learning videos included in this course is available upon request. Above is a sample of learning videos included in this topic. Under Outlook start and exit, click Browse.
