Interactive image - Academy

Activities: Any type of interaction or engagement with a customer or prospect. Events and Tasks are activities. Other activities could be phone calls, emails, meetings, and more. The Lead, Contact, Account, and Opportunity objects each have an Activity tab where you can create Events and Tasks.

• Tasks: Individual to-do items or action items that need to be completed, which can be assigned to yourself or other team members and can have due dates and priorities. While Events typically log an interaction that has already taken place, a task is a reminder for the next steps to take with your leads and customers.

Events: Specific occurrences or appointments that are scheduled in Salesforce, including one-time or recurring events like meetings, conferences, or webinars. Personal Success Formula (PSF) events are calculated towards your individual sales team KPIs.