click on home tab...and in the calender related section right hand side you have calender gadjet...in that from left to right you have 3 icons..click on third one or mouse hover on each icon which gives Activity list view as toop tip..from there u can add ur repective fields... January 18, 2012 ยท
Full Answer
What is a task in Salesforce?
A Task in Salesforce is an activity helps keep ups the to-do list and assign, track, and filter tasks lists and notifications of an organization that needs to be worked on. A task may not have any specific time period or time duration for completion.
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.
How to add custom record type on activities (event or task)?
If we have any custom record type on the Activities (Event or Task), we need to create a global action and define the record type on it and add it to the layout. In my developer org, I have created a record type for Event object and so create Event button disappeared from the activities.
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 add a task to an activity in Salesforce?
1:027:47New Task not appearing under Activity even though it is added ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd this is the new task we are looking at so if you click on that. And click Edit and we see hereMoreAnd this is the new task we are looking at so if you click on that. And click Edit and we see here like a type master. We're going to create master data type alright alright so we are clear on that.
How do I add a task to an activity in Salesforce lightning?
After enabling Lightning Experience there is no button present to create a New Task when clicking on the Task tab on the Side Navigation Bar. From here check the New Task [New Task] check box and click Save. From here check the New Task [New Task] check box and click Save.
How do I add actions to activity timeline in Salesforce?
Resolve the missing ActionsClick your avatar.Select Settings.Go to Display & Layout.Look for Record Page Settings.Check if the setting is set to Activity Timeline.
Is a task an activity in Salesforce?
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.
How do I add a task tab 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.
How do I change the activity section in Salesforce?
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 global action to an activity in Salesforce?
Create a Global ActionFrom Setup, enter Actions in the Quick Find box, then select Global Actions.Click New Action.We want this action to create a new contact, so make sure the action type is Create a Record. ... In the Target Object dropdown list, select Contact.In the Label field, enter New Prospect .Click Save.
How do I use 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.