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WebTo create or edit a group: Click the control that matches the type of group: For personal groups, go to your personal settings in Salesforce Classic and click My Personal Information or Personal —whichever one appears. Then click My Groups. The Personal Groups related list is also available on the user detail page. WebSalesforce Tasks. A New Task is really a “To Do”. Something, anything, that we are going to do in the future. ... When you create a New Task, you, the user, are automatically the Assignee, but you can easily Assign the Task to any other individual, or group of individuals in your organization provided they have licenses. When you assign a ... credit loans uganda jinja
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WebJul 1, 2016 · The answer above suggests assigning the tasks to a queue of all of these users, but Tasks cannot live in a Queue. Is there an alternative, where I can assign a task to a person, and allow their colleagues to delete/edit it? You can edit or delete an activity (in Salesforce Classic only) when the following applies: WebIn the Salesforce mobile app, create a task from a note by swiping a line on the note. Alternatively, tap in the toolbar to add or update the status of an action item. If your profile is assigned two or more task record types, you’re asked to choose a record type each time you create a task from a note. WebAug 27, 2024 · Salesforce Queues prioritize, distribute, and assign records used by teams that share workloads. Use Queues in Salesforce for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects. This guide will cover how Salesforce queues work, and provide step-by-step guidance for setting up … credit magazine makeup artist kristine