This page needs to be updated. And there are some nice things coming in Summer '19 that I need to test out.
But here's my quick notes about how I do Latest Updates now.
Latest Update field (Text-255). Add it to a Quick Action with the Status field and anything else that you need for a quick Update (I usually have Next Follow Up Date also rather than doing a Task).
The do a Process Builder to post the contents of that field to Chatter with a Topic of LatestUpdate (optionally remove the value of that field, depending on your requirements).
Set up a list view for each Record Type for Open Opportunities, filtered by One RecordType. Add the Latest Update field on there. Note that the Latest Update field MUST be on the Page Layout for the Editing from List View to work.
Now, users can update their Latest Updates on all Opps quickly from the List View, just like they would in Excel. OR you could even set up a spreadsheet and use Google Sheets tools (free) or Enabler for Excel (paid) to bulk update them.
The latest update is tagged with their name and date, as it's in Chatter. And anyone can click on the LatestUpdate topic and see a feed of what's happening. Or set up a Stream Alert.
The do a Process Builder to post the contents of that field to Chatter with a Topic of LatestUpdate (optionally remove the value of that field, depending on your requirements).
Set up a list view for each Record Type for Open Opportunities, filtered by One RecordType. Add the Latest Update field on there. Note that the Latest Update field MUST be on the Page Layout for the Editing from List View to work.
Now, users can update their Latest Updates on all Opps quickly from the List View, just like they would in Excel. OR you could even set up a spreadsheet and use Google Sheets tools (free) or Enabler for Excel (paid) to bulk update them.
The latest update is tagged with their name and date, as it's in Chatter. And anyone can click on the LatestUpdate topic and see a feed of what's happening. Or set up a Stream Alert.
OMG I HATE TASKS! See Action Views, Tasks and Report Alerts for a way to remove Tasks from your org. Do NOT ever create automated Tasks, they are evil!
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- What happens to attachments on emails sent to Salesforce?
More ranting to come.