By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007 Tasks: https://orgdomain.salesforce.com/00T
How do I edit a list view in Salesforce?
You can still edit all of a record’s details from list views. Find the Edit option in a record’s action menu. And same as in Salesforce Classic, you can update many of a record’s fields right in a list view. Hover over fields to see which ones are editable ( ) and which ones can’t be modified ( ).
How to create a list view in Salesforce lightning experience?
Just like in Salesforce Classic, when creating a list view in Lightning Experience you assign a name, add filters, and pick the fields to show. But the setup flow occurs in stages now. As a result, you see the actual list view as you add filters, so you can check the results of your choices in real time.
What is the summary of recently viewed Records in Salesforce?
Unless you pin a different list view, every time you navigate to an object’s home page, you see a summary of your recently viewed records. This summary is similar to the Recent section at the top of object home pages in Salesforce Classic. Unlike with list views, you can’t filter, clone, or apply other actions to this landing page.
How to use split view when working with Task lists?
When working with task lists, you can also use split view ( ) to see all of your tasks on the left side of the page, plus the details for a selected task on the right. Refresh icon (5) Click to get a fresh view of a list more quickly than doing a full page reload. Edit icon (6) Click to update fields in your list.
How do I create a task list in Salesforce?
Tasks: https://orgdomain.salesforce.com/00T....Click the App Launcher menu.Search for Calendar.Look for the calendar icon, then select Table (it will load to 'Recently Viewed' Events page).Click on the gear icon within the Events page.Click on New to create a custom Event list view.
How do I view list views in Salesforce?
You can search for records in a list view using the list view search box. Click the search box or use the keyboard shortcut g+f, and then enter your query. The list view search looks at all searchable fields even if the corresponding columns aren't shown in the list view.
How do I enable tasks in Salesforce?
On the Open Activities related list, click New Task. *. On the Activity History related list, click Log a Call to add a task record with a status of Completed. Salesforce automatically relates the task to the record.
Where are tasks created in lightning experience?
Tasks and Task Lists That's when the Lightning Experience tasks page comes in handy. It's easy to get to, plus it's a one-stop shop for creating tasks and managing what's already on your plate. Click the Tasks tab, or click View All from the Today's Tasks list on the Lightning Experience Home page.
How do I enable list view in Salesforce?
Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. ... Enter the view name. ... Enter a unique view name. ... Specify your filter criteria. ... Select the fields you want to display on the list view. ... Click Save.
Where are list views stored in Salesforce?
List views are stored within a CustomObject component. The component can represent a custom object or a standard object, such as an account.
Where are my tasks in Salesforce?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.Click on Tasks.You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.Now your new view displays in Lightning Experience UI.
How do I manage tasks in Salesforce?
0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.
What is the difference between tasks and activities in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How do I add a task related list in Salesforce?
Configure the Tasks Related ListsFrom the page header, click the gear icon. ... In the Tabs component, select the Tasks related list. ... Select an instance of the Task Related List component, such as Completed Tasks, and then in the Properties pane, change the value of the Show New Button field.Save your changes.
How do I add a task field in Salesforce?
In Lightning ExperienceClick on the gear icon on the top right.Click on Setup.Click on Object Manager.Enter Activity in the Quick Find box and click the Activity label to open the object's setup.On the left side, click on Fields & Relationships.Click on New.
How do I create a new task in Salesforce lightning?
0:081:24How to add a new Task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipApplication go to tasks new tasks enter the name a gas on me to select the status. Click on dropMoreApplication go to tasks new tasks enter the name a gas on me to select the status. Click on drop down click on in progress.
Lay of the Land of List Views
From working in Salesforce Classic, you know that list views are a great way to sort, prioritize, and analyze the records that are most important to you. As you’d expect, your existing list views are waiting for you in Lightning Experience.
Recently Viewed Landing Page
Unless you pin a different list view, every time you navigate to an object’s home page, you see a summary of your recently viewed records.
A New List View for You
In Lightning Experience, create a list from the List View Controls menu ( ). Select New to start from scratch (or use Clone to leverage an existing list).
Filtering Makes Perfect
You know that filters are at the heart of crafting list views that show you just the records that meet your criteria. Let’s take a closer look at adding filters to a list view in Lightning Experience. As we mentioned, applying filters is an automatic part of the process when creating list views.
Pick the Columns That Appear in List Views
Don’t stop with filters. See only the record details that matter to you by choosing and ordering the fields that appear as columns in list views. In Lightning Experience, make these decisions by clicking Select Fields to Display in the List View Controls menu ( ).
Edit Records on the Fly
You can still edit all of a record’s details from list views. Find the Edit option in a record’s action menu.
The Mass Appeal of Mass Inline Editing
Need to make the same update to multiple records? Here’s another feature that we think is better in Lightning Experience: editing multiple fields on a list view at the same time.
