Required Editions and User Permissions.
- From Setup, enter Installed Packages in the Quick Find box, and then select Installed Packages.
- Click Configure next to the Salesforce Maps package.
- Select Routes & Schedule, then click + Custom Event.
- Select the Salesforce object that represents custom activities. Specifically, select one that includes defined start and end times or durations. Then ...
- Configure the schedule settings for new custom activity records that Salesforce Maps generates.
- Start date/time and end date/time fields, select Use Start DateTime and End DateTime.
- 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 to create activities in Salesforce?
Before creating activities in salesforce we must understand which type of activity we have to create. Suppose if we want to schedule an activity which have specific location, time and duration there we create events. We are going to create an activity for Leads. To create activity select Leads Tab=> Select the Lead.
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?
Can a user be invited to an event in Salesforce?
They can be invited for an event even if they ain’t on the Salesforce platform. They can create a user ID. Both Leads and Contacts are standard objects, where we save information about “potential customer” and “current customer”. User invitation– Other employees of the company. How to create new tasks and events in Salesforce?
What is event object in Salesforce?
The Salesforce Events object tracks meetings, and are usually synced from off-platform calendars (e.g. Outlook or Google Calendar). Fields on an Event record include the subject, start date, end date, “All-day Event” checkbox, assigned user, who/what related records, and location.
How do I customize my activity in Salesforce?
Customize the Tasks or Event pages Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize.
How do I enable activity 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.
How do I customize my activity timeline in Salesforce?
Customize the Fields that Display on Tasks in the Activity...From Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.More items...
How do I add an activity type in Salesforce?
SetupNavigate to Salesforce.com and click on Setup in the top right corner.Click Customize.Click Activities.Click Task Fields.Click Type.You are now at the Task Type Picklist. Make sure there isn't a 'Default' selected.Make sure there's a Type value listed for Email, Call, and Reply.
How do I enable activities on a custom 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.
What is an activity in Salesforce?
Activities are the events and tasks that your sales reps manage in Salesforce. Lightning Experience helps reps get prepared for any meeting and know which task is the highest priority right now.
How do I add activity to Salesforce lightning?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
What is an activity timeline?
The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related entity record.
Which activities can you view in the activity timeline?
Overview. In the Timeline View, users can log Activities, such as Updates, Calls, Meetings, and Emails, along with notes from their customer interactions. The Timeline view is automatically visible to users, but Admins can customize the layout for each of the activity types.
What is WhoID and WhatID 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.
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.