how to create a new event in salesforce

How to create a task or an event in Salesforce

1. Convert your template to Advanced Template. *Make sure you have completed all the Settings required for the template. ...
2. Select a step to create new task or new event. Select the step that you want to create the new task or log an activity.
3. Add "create" tag to the logic. ...
4. Assign an user to be the task / event owner. ...
5. Relate task or event to other records. ...

More items...

Full Answer

How do I create a new life event in Salesforce?

From the Event Type field, select Car. He clicks Save. You can also create a new life event by clicking on an existing event in the Life Event component bar and then clicking New. Let’s check out how this new life event is featured on Rachel’s Person Account record page.

What is an event in Salesforce?

An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email.

How to add custom fields to event layout in Salesforce?

First, you have to create the field under Activity in the Object Manager and assign it to the event layout. Next, in Setup, type Global Actions in the Quick Find box. There, you will see the New Event action. Click Layout next to the New Event action. There, you can add custom fields.

What are activities in Salesforce?

Log a Call, New Task & New Event – Salesforce Activities Explained… At last! There’s a section in Salesforce entirely reserved to keep track of what your sales team is doing. Conveniently enough, it’s known as Activities.

How do you create event in Salesforce?

Creating an EventSelect the relevant page or page element.Select an event in the Events pane ( ). ... Click. and select an action in the Choose an Action list that appears.Set the other available properties for the action, such as: ... Click Save.Add more actions if required.

How do you create a new event?

0:383:01Creating Events in Google Calendar - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can also create events by clicking the calendar on the specific date and time of the event. JustMoreYou can also create events by clicking the calendar on the specific date and time of the event. Just add a title for the event if you need to add more information.

How do I create a task and event in Salesforce?

0:402:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipModel click tasks on the right of the currently selected list view click the gear icon. And selectMoreModel click tasks on the right of the currently selected list view click the gear icon. And select new create a list view.

How do you make an event in lightning?

To create a component event in salesforce, navigate File -> New -> Lightning Event in developerconsole. Name the event, enter the description and click submit to create lightning event. The attribute type is the one that will differentiate Component event from Application event. The events can be fired from controller.

How do you define a custom event in Salesforce?

Create a custom component event using the tag in a . evt resource. Events can contain attributes that can be set before the event is fired and read when the event is handled. Use type="COMPONENT" in the tag for a component event.

What is a trigger event?

A triggering event is a tangible or intangible barrier or occurrence which, once breached or met, causes another event to occur. Triggering events include job loss, retirement, or death, and are typical for many types of contracts.

What is the difference between event and task 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.

What is an event in lightning?

A component event is an event that is fired by a lightning component. A component event can either be handled by the component itself or it can be handled by any other component which is present in the hierarchy that receives the event.

How do I access events in Salesforce?

Click the App Launcher menu. Search for Calendar. Look for the calendar icon, then select Table (it will load to 'Recently Viewed' Events page). Click on the gear icon within the Events page.

How do I create an activity in Salesforce lightning?

To create object-specific activity actions: 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.

What are lightning events used for Salesforce?

In Salesforce, the Component Lightning Events are used to interact between the Lightning Components or in other words, we can say that it is the intermediate stage between the components to communicate.

How do I log an event in Salesforce lightning?

From the Salesforce Inbox mobile app, create events and log them to Salesforce....Tap the Calendar icon at the bottom of the screen and tap an event.To log the event to Salesforce, tap the cloud icon.Enter the event details and tap Save to log the event.Tap Log.

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.

Why are Cumulus events not in chronological order?

That’s because admins can customize the order of life events any way they want based on business requirements. The powers-that-be at Cumulus wanted all life events across policyholders to appear in a set order.

What are life events? What are some examples?

Examples include graduation, marriage, childbirth, illness or injury, and changing or losing a job.

Why don't salespeople log activities?

And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.

What does "log a call" mean in Salesforce?

Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.

What is a new task?

A New Task, any activity for that matter, can, and should, in fact, be related to numerous objects. For example – when a sales rep is working on an Opportunity, and creates a New Task, that Task can be related to the Opportunity, as well as the Contact, or Contacts that they are working with, and lastly the Account.

Can you send emails from Salesforce?

Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.

Is Salesforce email capturing important?

First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.