Comment on page
Define which Salesforce tasks and events represent rep engagement
Not all activity logged in Salesforce is created equal. Gradient Works allows you to create named categories of activities based on specific criteria to use when analyzing account coverage so you can be sure you're only counting meaningful rep activity.
Salesforce provides two types of activities: tasks and events. Many organizations store task records for emails, calls or any other type of rep outreach. They also may log tasks for marketing activities like content downloads or email clicks. These might be distinguished by record type or some other fields. Similarly, they may log events for key meetings during the sales cycle.
To access working activities, click "Settings" in the left nav and open the "Working Activities" section of the "Settings" pane.
Settings with "Working Activities" section expanded
To configure working activities, click "Configure Working Activities". This will open the "Configure Working Activities" dialog.
Configure Working Activities dialog
If you have existing categories of working activities, they'll be listed in expandable sections. To create a new category of working activities, scroll to the bottom of the dialog and click "+ Add Activity".
Keep working activity categories mutually exclusive. If a task or event matches more than one category, coverage report numbers may not total as expected.
Each category has the following configuration:
- Activity Name - a unique name for the activity
- Activity Type - whether the activity is a Salesforce task or event
- Criteria - the conditions that the task or event must meet to be considered part of the category. The fields available differ depending on whether "Activity Type" is set to "Task" or "Event".
To delete a category of working activities, click the trash can icon in the category header.
Currently you cannot delete a working activity category that's in use by existing account coverage reports.
Working activities provide a flexible way to define the activities that matter in your organization. Here are some example use cases:
- Calls - most auto-dialers and sales engagement platforms capture calls as tasks and even tag whether they were connected or not. Define specific categories for call types.
- Sequence emails - most sales engagement platforms provide information about the sequence or cadence that an automated email belongs to. Use that information to track emails auto-generated by a sequence vs ones sent by the rep individually.
- Inbound emails - most sales engagement platforms provide a flag to indicate whether an Email activity is inbound from the prospect or outbound. Specify your criteria to only match inbound emails to track which ones come from the prospect.
- Key meetings - If your organization tracks specific types of meetings as events during the sales process (e.g. Discovery Call, Demo, ROI Review), configure a category for each key meeting type and track them separately.