Build an "All Overdue Tasks" Report.
- Navigate to the Reports tab.
- Click New Report.
- Select Tasks & Eventfor the report type.
- Click Filters.
- Apply these filters:
- Change the Show Me filter to All Activities to see all the activities created.
- Change the Date filter to Last 30 Days to see the open tasks that were due within the last 30 days. You can filter the report to see tasks that were ...
- Change the Show filter to Tasks to see only the open tasks.
...
Delete records via the Mass Delete Tool:
- Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.
- Click Mass Delete Activities.
How to close a task in Salesforce?
Select the gear icon and choose Select Fields to Display, be sure to add the “Close Task” custom field that your Salesforce Administrator previously created so that you’re able to mass update the Task Status. 5. In your newly created Salesforce list view, select the tasks you want to close by checking the boxes in the left column.
Can I close out old Salesforce tasks in a mass update?
You turn to your Salesforce Administrator for help and ask if there is a way to close out old Salesforce Tasks in a mass update. Unfortunately, you find out that mass editing the Task “Status” field in a list view is not supported.
How do I update the status of a task in Salesforce?
Click “Add Workflow Action,” select “New Field Update,” and create a new Field Update action called “Close Task.” Choose the “Status” picklist field from the options displayed and set “Completed” as the updated value. Don’t forget the Description field.
How do I Close a list in Salesforce list view?
In your newly created Salesforce list view, select the tasks you want to close by checking the boxes in the left column. You can select up to 200 records at a time, and they do not all have to be in sequential order. A counter at the top left will show you how many records you have selected.
Is there a way to mass delete tasks in Salesforce?
0:497:30Mass Delete - In Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFree salesforce account i'm only granted a data storage capacity of 45 megs. And so what you can doMoreFree salesforce account i'm only granted a data storage capacity of 45 megs. And so what you can do is you can do a mass delete of those tasks that are set to the future because you don't necessarily
How do I report an overdue task in Salesforce?
Navigate to the Reports tab. Click New Report....Build an "All Overdue Tasks" ReportChange the Show Me filter to All Activities to see all the activities created.Change the Date filter to Last 30 Days to see the open tasks that were due within the last 30 days. ... Change the Show filter to Tasks to see only the open tasks.
Can you mass close tasks in Salesforce?
Do I have to mass delete or is there a way to do a mass close? Open the 'Tasks' tab and create a new 'List View'. Modify the filters to only show the tasks you wish to close out. Then select all and change the status to 'Completed'.
Can you delete activities on Salesforce?
To delete activity by user: On the By User tab, add the email addresses or user names of the people whose activity you want to delete. Click Delete, and confirm your selection. To avoid data corruption when we stop capturing data for the user, deactivate the user in Salesforce.
How do I close multiple tasks?
From Task Manager, select Performance tab and click Open Resource Monitor. In Resource MOnitor, use Ctrl + Click to select the processes you want to kill, right click one of the selected processes, and choose End Process. This will kill all the selected processes.
How do I mass close in Salesforce?
Select a list view, but not the default "Recently Viewed", then select multiple case records. Click the "Mass Close Case" button, you will be presented to enter a reason to close the case, this will update the Status and Internal Comments field for all Cases selected.
How do I mass edit tasks in Salesforce?
To use the Mass Update button: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.Make your changes.Click Submit.
How do I delete an event in Salesforce calendar?
Delete a meetingLog in to your Salesforce account.In Salesforce, open one of the following pages in the upper toolbar. ... Locate and click the scheduled event to open its details.Click Delete (this option can be found under "Action" as well).More items...
How do I delete emails in Salesforce?
Using the Delete button in Salesforce.com. When viewing list of Email Messages, User can check box to select Emails and click Delete. This will remove the Email Message and all related links within Salesforce.