How to create a tab for activity in Salesforce?
Then go to Setup - Create - Tabs, scroll to Visualforce Tabs related list and click New button, select visualforce page just created in dropdown list to create a tab for Activity. Note: you need to enable Visualforce page to all Profiles will use this tab or add in Permission Sets for particular users.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.
What are task/event features in Salesforce?
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects. We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same. How to enable task/event features on an object?
How to display a list in Salesforce?
1. enhancedList: The tag that tells Salesforce that you would like to display a list. 2. Type: This is where you select which object should be listed, in this case we are using ‘Activity’. Remember in Salesforce terms, Activity includes both Tasks and Events.
Where is the Activity tab in Salesforce lightning?
Under Display & Layout, click Record Page Settings. Select Activity Timeline as your Default Activities View.
How do I add an activity in Salesforce?
From Setup, enter Actions in the Quick Find box, then select Global Actions | New Action. From Setup, on the Object Manager tab, select an object, then select Buttons, Links, and Actions | New Action....Create Your Own Activity ActionsLog a Call.Send Email.Create a Record.Update a Record.
How do I view recent activity in Salesforce?
To view your Recent Activity page, go to the Ideas tab and click your Nickname link on the right side of the page. To view the Recent Activity page of another member of the zone, click the member's name below any idea or comment that they posted.
How do I change the Activity tab in Salesforce?
Customize the Fields that Display on Tasks in the Activity...From 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.More items...
What is Salesforce activity?
Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
What is activity management in Salesforce?
Activity Management allows you to see your own activity as well as the activities of the people who are below you in the role hierarchy in Salesforce.
How do I see users activity in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
Where do I find my recent activity page?
To see or delete certain types of recent activity, you can sign in to https://account.microsoft.com/privacy/activity-history. To learn more about the Recent activity page, select one of the following headings. It'll open to show more info.
How do I add an activity timeline in Salesforce?
In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default activities view for your org. If Einstein Activity Capture is enabled, the Activity Timeline option is required.Click Save.
How do I add activity type to Salesforce lightning?
In Salesforce LightningNavigate to Setup.Select the Object Manager tab at the top of the screen, then click the Activity label.From Activity, click Fields & Relationships, and then select the New button.Finally, begin configuring your New Custom Field.
How do you add activity components in Salesforce lightning?
In short, you need to enable the activity for that object. Go to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities. Once enabled, you should see the Activities component.
Monday, August 26, 2013
Question: do we have Activity tab in Salesforce? or Activity view in Salesforce?
Salesforce: Activities Tab and View (Event or Task)
Question: do we have Activity tab in Salesforce? or Activity view in Salesforce?
Tasks and events in Salesforce
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.
