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Patterns
The Salesforce Blog with Tailored Goodness

Tagged: Best Practices

Salesforce Activity Best Practices

I recently found myself in a situation where one of our Red Argyle clients needed information about Salesforce Activity best practices. Specifically, they needed guidelines about defining relationships/links between records and activities, and what happens after that relationship has been established. I couldn’t find any already written best practices for what I was specifically looking…

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