Salesforce MVPs Michael Farrington of RingLead and Jarrod Kingston of Appirio team up to present six brand new Salesforce admin hacks for activities.

1. Killer Salesforce Admin Activity Hacks
#AdminHacks

2. #AdminHacks

3. Phantom Task Tab
Objective: Your users desire one click access to
Activities from anywhere in Salesforce
Solution:
1. Create a Visualforce Page
<apex:page action="/007"></apex:page>
2. Define a Visualforce Tab pointing to your new Page
#AdminHacks

4. Link to Edit the “What”
Objective: Give users a one click path to edit the
“Related To” record from an Activity record, view or
report
Solution: Formula field
IF(!ISBLANK( WhatId ),
HYPERLINK('/'& WhatId &'/e', 'Edit the What'),
null)
#AdminHacks

5. Perpetual Tasks
Objective: You want to create recurring tasks that
never end and automatically adjusts all future
occurrences if one is closed early or late
Examples: Changing the air filter in a house,
touching base with a partner or customer, checking
an error log, calling your loved ones
Solution: Workflow
#AdminHacks

6. Perpetual Tasks
Recurring Tasks:
Perpetual Tasks:
#AdminHacks

8. Complete Task Chatter Action
Objective: Complete a Task through Chatter.
Solution: Create a Chatter Publisher Action that
defaults fields for the user.
#AdminHacks

9. Mass Close Tasks
Objective: Close multiple tasks at once through a
list view without code.
Solution:
1. Create Close Task checkbox.
2. Place on page layout and in list view.
3. Setup workflow to update status to closed when
this box is checked.

10. Email Alert Recording
Objective: Record Workflow Email Alerts in Activity
History
Solution:
1. Setup Flow with Send Email and Record Create
elements.
2. Setup Process that calls the flow.

11. Q&A
Michael Farrington
@michaelforce
Jarrod Kingston
@jarrodmichael
#AdminHacks
Today’s Hacks
1. Phantom Task Tab
2. Link to Edit the “What”
3. Perpetual Tasks
4. Complete Task Chatter Action
5. Mass Close Tasks
6. Email Alert Recording