How are Activities (Tasks, Events, and Calls) managed in Sales Cloud?
Suggested answer
Tasks are to-do items with a due date, priority, and status. They can be assigned to a user and related to records (Opportunity, Account, Contact, Lead). Events are time-specific calendar entries with a start/end time and can be tied to related records. They appear in the Salesforce Calendar and can sync to Outlook or Google Calendar via integrations. Log a Call creates a completed task with a call description and is accessible via the Quick Actions menu or Activity Composer. The Activity Timeline on a record page shows upcoming tasks and events, past activities, and email threads in chronological order — admins can configure which activity types appear. Shared Activities (enabled in Setup) allows one activity to be related to multiple contacts. Task and Event record types can differentiate call logs from follow-up tasks. Einstein Activity Capture automates activity logging from connected email and calendar accounts.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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