What are the considerations for calendars created from a Salesforce object?
Considerations for Calendars Created from a Salesforce Object in... Criteria for Automatically Accepting Related Records from a... What Are the Differences Between Activity Timeline and Activity... Quickly Schedule a Meeting About an Account, a Contact, or a Lead in...
What are the activities reports in Salesforce?
Activities Reports Enable Shared Activities Create Tasks in Bulk for Multiple People in Salesforce Classic Activity Reminders and Notifications in Salesforce Lightning... Guidelines for Tracking Activities Activity Reminders and Notifications Calendar Views Activity Timeline Settings Filters Report on Contacts Related to Activities
How do I track activities in Salesforce classic?
Guidelines for Tracking Activities Activity Reminders and Notifications Calendar Views Activity Timeline Settings Filters Report on Contacts Related to Activities Enable Roll Up of Activities to a Contact’s Primary Account Add Send an Email, Log a Call, New Event, and New Task Buttons to... Respond to Event Invitations Sent from Salesforce Classic
How to integrate Einstein activity capture with Salesforce Lightning sync?
Move Your Settings from Lightning Sync to Einstein Activity Capture Access Migrated Configurations and Add Einstein Activity Capture... Prepare Salesforce for Lightning Sync Assign Einstein Activity Capture User Permissions Event Field Sync Manage Lightning Sync Users Security Measures Specific to Your Connection Method Manage Your Syncing Contacts
How do I customize tasks in Salesforce?
Customize the Tasks or Event pages Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize.
How do I add a status in Salesforce?
View the campaign you want to customize, and click 'Campaign Member Statuses' related list, then Click New to add New Status. Type the name of your new Status, then click Save. To change which status is the default, click Change Default Status. Then click the dropdown menu to choose the default status, then click Save.
How do I mark a task complete in Salesforce?
ClassicClick the Task's Subject name to access the Task Record itself.Click the Edit button.Set the status to Completed.Click Save.
How do I set up activities in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Allow users to relate multiple contacts to events and tasks.Click Submit.To show related contacts on event and task detail pages, ensure that the Name related list is included on event and task page layouts.
How do I change my status in Salesforce?
From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page.Click New Action.For Action Type, select Update a Record.For Standard Label Type, select Change Status.Click Save.To choose the fields users see, customize the action's layout.Click Save.
What is status in Salesforce?
When you check for new data on a record, the data status indicates how the record compares with data service records. The Salesforce record wasn't compared with records in the data service. The Salesforce record matches a record in the data service, and the fields to be updated have identical values.
How do I mark multiple tasks complete in Salesforce?
Open the 'Tasks' tab and create a new 'List View'. Modify the filters to only show the tasks you wish to close out. Then select all and change the status to 'Completed'.
Can you mass complete tasks in Salesforce?
A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list. The checklist will display on each activity in the list. When you check the box, the activity will automatically be marked as closed.
How do I mass delete tasks in Salesforce?
You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader....Delete records via the Mass Delete Tool:Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.Click Mass Delete Activities.More items...
How do I update a task layout in Salesforce?
Required Editions and User PermissionsFrom Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.Click Save.More items...
How do I edit an activity component in Salesforce?
Open Set Up and then the Object Browser. Click on the object to customize....Drag an action you want to add from the top section.Drag fields from the screen back to the top section to remove them.When done, click the Save button on the Action bar.
What is the difference between task and event in Salesforce?
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.