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?
What can a user do with an object in Salesforce?
Users can read, edit, and delete records. Users can view all records associated with this object, regardless of sharing settings. Users can read, edit, delete, transfer, and approve all records associated with this object, regardless of sharing settings.
What are object permissions in Salesforce?
Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. You can manage object permissions in permission sets and profiles. Object permissions either respect or override sharing rules and settings. The following permissions specify the access that users have to objects.
How do I enable activity for 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 turn on activity tracking in Salesforce?
Enable Activity TrackingFrom the Commerce App navigation menu, select Administration Workspace.Click Commerce Einstein.Click to expand the Storefront Activity Tracking section.In the Enable Activity Tracking section, click the toggle to Enabled.
What is allow activities in Salesforce?
The Allow Activities option enables the ability to check the activities that are associated with an object. Enabling Field History Tracking provides a running log to view modifications that occurred to fields on a record.
What is activity object 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.
What is activity management in Salesforce?
Track meetings and tasks together in lists and reports to keep track of all your leads, contacts, opportunities, accounts, and campaigns. 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 turn off access activity in Salesforce?
When you disable the Access Activities permission, users also can't see or create events on calendars. The Access Activities permission doesn't change user access to Email-to-Case emails....Required Editions and User Permissions.User Permissions NeededTo access tasks, events, calendar, and email:Access Activities1 more row
How do I query an activity object in Salesforce?
Follow these steps to configure a Salesforce Query activity:Step 1: Enter a Name and Select Objects. Provide a name for the activity and select the object(s) to be queried.Step 2: Select Fields and Create Conditions. ... Step 3: Review the Data Schemas.
How do I enable activities for a contact 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 enable shared activities?
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.
What is WhoID and WhatID in Salesforce?
WhoId is used for our “human” objects, Contacts and Leads, and is labelled as “Name” on the Task and Event objects. WhatId is used for multiple other objects that are not human-related and is labelled as “Related To” on the same objects.
What is WhoID and WhatID in activities ?*?
"WhoID" refers to people things. So that would be typically a Lead ID or a Contact ID. "WhatID" refers to object type things.That would typically be an Account ID or an Opportunity ID.
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.
What is a broken permission dependency in Salesforce?
A broken permission dependency exists if the child entity has permissions that the parent should have. Salesforce updates the parent entity for a broken permission dependency on the first save action for the profile or permission set. ...
What is object permission?
Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. You can manage object permissions in permission sets and profiles.
