In this 2-minute video we teach a business development and/or sales reps how to log calls in Salesforce and best practices for capturing data to ensure recall, accurate tracking and reporting.  

by | May 11, 2024

(Video Length 2:00)

Topics Discussed inmHow to Log Calls in Salesforce

In this quick use case video we help reps find where to find their activity and how log calls in Salesforce to ensure reps are recording information accurately. When information is captured correctly, they can find that information in the future to help move deals forward. It also ensures their activity so reps and managers can run accurate “Activity Tracking” reports.

What You Will Learn:

  1. Where to locate your leads
  2. Where to log activity
  3. Best practices for recall and reporting activity
  4. Where to add notes
  5. How to ensure information was saved
  6. How to edit after saved  

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Salesforce and Salesforce Account Engagement Pardot Training YouTube Channel

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.