Let’s say you created a task and want to delegate the task to another person because it is their area of responsibility.
To assign the task to another person, you must find the Today’s Tasks in the Salesforce home screen and click View All to see all the tasks.
After clicking View All, it will redirect you to your tasks. You can choose what to view by clicking the Drop-down button at the left part of the screen. Let’s choose Recently Viewed.
Choose a specific task that you want to assign to another person.
Find the Drop-down button and click Edit.
There will be a pop-up window for the task.
In the Task Information section, find the Assigned To and change the assignee. This time we will assign it to Katy Perry. You can also put Comments regarding the task. Click the Save button after you’re done.
The assignee of the task will be notified through email.
You can also check the Delegated Task section to ensure that the task has successfully assigned.
The Salesforce Platform includes hundreds of capabilities that aren’t covered in this module but are covered in the Trailhead Modules available free online. Some of the more relevant features you might want to look in to straight away include.
- Reports and Dashboards