DSD Salesforce - Reminders and To Do Activities

DSD Salesforce - Reminders and To Do Activities


Throughout DSD Salesforce a bell icon will display if the function is enabled.  This allows you to create, view and manage activities.  The Notification counter tells you how many you have that are overdue, or due today

Tapping on the icon displays the list of actives you have, the date they are due and you can also create a new activity

Selecting an activity provides you the detail and allows to you complete it.  Once completed it is removed from your list

To create a new activity select the Create New button

Select the title from the list of options provided, the details of the activity and the due date, and then the users it is for.  If the activity is for you then select Me from the list

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