We are pleased to announce the Spring '12 pilot of Shared Activities for Tasks. [3/12/2012 - Pilot is FULL]Have you ever wanted to create a task and associate it to more than one contact? (HINT: yes).EXAMPLE
: You have a call with three contacts and you want to log the call. Today you can only associate the task with one contact. So either you lose important activity history for the other two contacts or you create separate copies of the call (one for each contact) creating extra work and inaccurate activity data. Shared Activities for Tasks solves this problem by allowing you to associate multiple contacts to a single task. So when you HAVE a call with three contacts, you can LOG a call with three contacts.Features
- Create task and relate it to more than one contact
- See the related contacts on the task detail page in a new "Name" related list
- The task appears in the activity related lists for the contact
- A new "Relation Count" available in activity reports to summarize on number of contacts related to a taskCommon Use Cases
- Log a call with more than one contact
- Create a follow-up task related to more than one contact
- Relate multiple contacts to a task for any reason!
- Report on tasks for a sales rep and be able to count both tasks or related contactsJust tasks? What About Relating Multiple Contacts to an Event?
- Events are planned for Winter '13 GA.How Does it Work?
- When you create a task you can now bring up a picker to relate multiple contacts. Shared Activities for tasks will also be supported in the Salesforce API.How Do I Sign Up for the Pilot?
[3/12/2012] - PILOT IS NOW FULL
- Contact your salesforce.com Account Executive, Customer Success Manager, Customer Support Rep, or Professional Services Consultant to nominate you for the program (a limited number of participants will be admitted to the program).