Salesforce ExercisesA productive sales workdayYour progress
LESSON 33 / 60

Separate priority from due date

Priority expresses relative importance; a due date expresses when an action is expected.

3 min
  1. 1Understand
  2. 2Guided practice
  3. 3On your own
THE IDEA

Separate priority from due date

Priority expresses relative importance; a due date expresses when an action is expected. They are different fields.

A time-sensitive customer action may need High priority while retaining its agreed deadline. The task fixture is already saved so you can practice editing it.

Builds on Schedule a follow-up task

A WORKED EXAMPLE

A simple example

A task can be High priority and due next week, while another is Normal priority and due tomorrow.

A common mistakeChanging Priority does not automatically move the due date.

Words you’ll use in this lesson
Task
A specific action with an owner and due date.
Field
One detail on a record, such as Email, Status, or Amount.