Users can optionally add a time to the Due Date which will surface a chrome notification to the user. This is useful for any action that is time sensitive like a scheduled call. Click Set Task Reminder to add a specific time to complete the Tasks. When you click Set Task Reminder, the Reminder Time (15 Minutes) text box will appear.
Full Answer
How to create a completed date field in Salesforce?
Select Date data type, click Next. Name the field (Completed Date), click Next. Set the field as read only, click Next. Add it to the page layouts and save. Go to Gear icon | Setup | Object Manager | Activity | Fields & Relationships. Click New. Select Date data type, click Next. Name the field (Completed Date), click Next.
How to add a time stamp to a task status?
The workaround for this would be to create a custom date field on Tasks and then create a workflow with a field update to time stamp the date the Task status is changed. Steps below:
How to add a custom datetime field on task object?
You can add a custom field on Task object with datatime data type. i.e we call it "completedDateTime". You do not need a code here. You can achieve using workflow field update. 1. First create a custom date time field say Activity_Completed_On__c on Activities. 2.
How do I make a read only date in Salesforce?
Select Date data type, click Next. Name the field (Completed Date), click Next. Set the field as read only, click Next. Add it in the page layout/s and save.
How do I change the due date in Salesforce?
In Salesforce ClassicGo to Setup | Customize | Activities | Activity Custom Fields.Click New.Select Date data type, click Next.Name the field (Completed Date), click Next.Set the field as read only, click Next.Add it to the page layouts and save.
What is due date in Salesforce?
Today: Salesforce uses for the “Due Date” as the “Completed Date” even if a task is late. Request: We propose Salesforce records the actual completed date as the date and time the task is actually completed in, and keeps the “Due Date” as just an objective of completion date.
What is the activity date in task in Salesforce?
Date (ActivityDate) - Indicates one of the following: For a task, the due date of a task. For an event, indicates the start date of the event only if IsAllDayEvent is set to true.
How do I update tasks in Salesforce?
Go to your Activities views or the Tasks Object in the App Launcher. Select the activities list view you want to update. Click Mass Update. The fields you are able to update will all appear on this page.
How do I create a date field in Salesforce?
0:012:11[SALESFORCE] - How to Create a Date Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd under details is fields and relationships. Then click new. And then we'll scroll down click dateMoreAnd under details is fields and relationships. Then click new. And then we'll scroll down click date you can scroll up or down to click. Next.
What is last modified date Salesforce?
'LastModifiedDate' is the date and time when a record was last modified by a User, and 'SystemModstamp' is the date and time when a record was last modified by a User or by an automated process (such as a trigger.)
How is last activity date calculated in Salesforce?
The last activity date for a contact or lead is based on all the activities that are related to that contact or lead via the Name field. If Shared Activities is enabled, an account's last activity date is still based on the activities that roll up to the account via the Related To field.
What is 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.
How long do activities last in Salesforce?
In order to provide an optimal reporting system, Salesforce automatically archives activities Events with an end date greater than 365 days ago. For Tasks, Salesforce will archive anything with a due date greater than 365 days ago or anything with no due date created 365 days ago.
How do I set up automated tasks in Salesforce?
Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules. Now you'll create a new rule – this rule will be a task creation trigger. For our example, set the Object to Task.
How do I change the status of a recurring task in Salesforce?
You cannot change the status of an entire recurring task series. To change the status, you must edit each occurrence in the recurring series.
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.