Managing Salesforce Tasks in RingDNA

With the Tasks tab in the RingDNA Communications Hub, reps can view and complete their open Salesforce Tasks in a single place within RingDNA. This helps reps stay on top of their tasks for the day while saving them time from context switching between RingDNA and Salesforce. 

Reps can see a list of their open Salesforce tasks for the day by going to RingDNA -> Tasks

Reps can click on the arrow to view the associated record for the task:


Reps can check the checkbox to mark a task as completed 


Reps can click on the 'View All' buttons to view all their Salesforce tasks in Salesforce


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