On click of Edit in the List view, there is a last Modified field which shows who last modified the list view and when was it modified. Thanks January 10, 2013
Full Answer
How do I view tasks and events in Salesforce classic?
By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.
How do you know who needs a Salesforce license?
By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
How do you measure the impact of Salesforce on operations?
Evaluating performance – the end-user experience – is essential when measuring Salesforce’s impact on operations. Measuring performance through user activity monitoring is an impactful way to know if you’re using the CRM efficiently.
What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
Who can edit a task in Salesforce?
All usersAll users are able to edit, close, and delete the tasks that have been assigned to them.
How do I track 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.
What is activity history in Salesforce?
Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.
How do I see other people's Tasks in Salesforce?
If you access to tasks assigned to other users you can see them from the Activity List View. Click on the list icon below the Calendar on the home page. In the list views create a view to see the activities of all assignees.
How do I use task manager in Salesforce?
0:263:20How to Use Salesforce for Project Management - YouTubeYouTubeStart of suggested clipEnd of suggested clipOne way you can do this is by creating an onboarding drip campaign with journey builder. This wayMoreOne way you can do this is by creating an onboarding drip campaign with journey builder. This way you can send new emails or push notifications.
What is WhatId and WhoId 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.
How do I see activity history in Salesforce?
Approach-1. Click on setup and search for Lightning Experience Transition Assistant. Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline. Its time to choose what you want.
How do I query activity history 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 see activity history in Salesforce lightning?
In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default.
What is the parent of activity Salesforce?
The user who is assigned to an activity in the Assigned To field is often referred to as the “activity owner”. Reference: Access to Activities. Sharing Default Access Settings.
What is controlled by parent in Salesforce?
Controlled By Parent: When this is enabled in Sharing Settings, then the Activity will take on the permissions of its parent object, Account, Contact, etc. This means that Events related to an Account can be viewed and edited by users who have those permissions to the parent Account.
How do I provide access to a task object 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.