How do I give access to tasks in Salesforce?
From Salesforce Setup, access the Object Manager. Access Tasks or Events, depending on which objects you must give access to. Click Fields & Relationships | Public | Set Field-Level Security. Check all the profiles you'd like to have access to this field and click Save.
How do I enable shared activities in Salesforce?
How Do I Enable Shared Activities?Go to Salesforce.From Setup click Customize | Activities | Activity Settings.Activate the checkbox Allow Users to Relate Multiple Contacts to Tasks and Events.Click Save.
Who can you assign a task to in Salesforce?
In Salesforce, you can assign calendar Events and Tasks to yourself and to other Users. You can also assign Tasks to multiple people, review Create Tasks in Bulk for Multiple People in Salesforce Classic. For details on viewing activities assigned to yourself or others see Tasks or Manage Events for more information.
Can you follow a task in Salesforce?
You can auto-follow the records that you create, but you can't auto-follow tasks, events, or dashboards.
What are shared activities?
Shared Activities is a Salesforce setting which allows users to relate up to 50 Contacts (but only 1 Lead) to an Event or a Task.
How do I add an activity to an object in Salesforce?
Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under 'Optional Features'Click OK on the confirmation dialog to finalize.Save.
How do I enable tasks and events in Salesforce?
To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2).
How do I assign tasks in Salesforce lightning?
Assign new Tasks to multiple people, public groups and queues in Lightning ExperienceClick New Task from Task tab, Activity History or Open Activities related lists.On the Assigned To field, remove the default owner.Select People, Groups or Queues on the drop-down menu.More items...
Can a task be assigned to multiple users in Salesforce?
In traditional Salesforce, it is possible to assign tasks to Multiple users including Public Groups, and Roles.
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.
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.
How do I create a follow up task in Salesforce?
How to create a follow-up Task under Opportunities in Salesforce...Welcome. ... Click on "Opportunities"Select Opportunity from the below list.Select the drop down next to the task which you want to edit.5) Click on "Create Follow-Up Task"Select due date for followup task.Select status.Select Priority from here.More items...
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.
