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Linking Salesforce Tasks to Records Best Practice, a Video Tutorial

By Darren Starr
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You should always link your tasks to the relevant records in Salesforce.  Otherwise, you run the risk of losing valuable customer information that might have been captured in that task.

Here’s a short video that shows you how to link your tasks to records from the start.

Posted in Cloud Computing, CRM, Salesforce Best Practices, Salesforce.com

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