Create a Follow-Up Event with One Click

Quickly reserve time on your calendar to complete a task, or create an event to follow up on an existing task, with a click of a button. Now reps don’t have to enter data twice because the key information is copied from the original task.

Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app in all editions, except Personal Edition.

Why: Click Create Follow-Up Event to create a follow-up event.

The create follow-up event button