How do I create a new list in Salesforce?
- From Setup, enter Task in the Quick Find box, then select Task Field Sets.
- Select New.
- Enter a Field Set Label.
- Enter a name for your field set.
- In the Where is this used?
- Click Save.
...
- 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.
- Click on New to create a custom Event list view.
How do I create a task in Salesforce?
You can create a task from the My Tasks section of your home page or from the Create New drop-down list on any page within Salesforce. You can use both methods, depending on whether you’re planning out your weeks or strategizing about a particular account, contact, or other record.
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 to create list views in Salesforce Lightning?
How to create List Views in Salesforce Lightning 1 Click the gear icon and then select Fields to Display. 2 A picklist should pop up showing you two columns, one on the left with all your field choices and one on the right... More ...
How do I view tasks and events in the app?
As a best practice, Tasks and Events are available through several locations: View the Activities related lists on the associated records. View the Activity Timeline on the associated records. Click the Calendar tab from the app menu. View the Today's Tasks and Today's Events components on the Home tab.
How do I create a task list?
Create a new task listTap More. , then tap the Tasks tab.Tap New list. or tap one of the personal task lists Teams made for you.Enter a list name if you've made a new list. ... Tap Create.Add tasks by entering them in the Add a task field and tapping Add task. ... When you're finished adding tasks, tap Back.
How do I create multiple tasks in Salesforce?
Create Tasks in Bulk for Multiple People in Salesforce ClassicOn the New Task page, click the lookup icon ( ) next to the Assigned To field.In the lookup window, select the Multiple Users tab.Add up to 100 people (including members of groups) to Selected Members. ... Click Done. ... Save the task.
How do I create a custom task in Salesforce?
Since Events and Tasks are both part of the Activities object, you will need to create your custom fields at the Activities level....Create custom fields for Tasks or EventsGo to Setup.Enter Activities in the Quick Find box.Click on Activity Custom Fields.Click on New.
How do I create a group task in Salesforce?
Enable Group Tasks in Salesforce ClassicFrom Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Group Tasks.Click Submit.
How many tasks can a task developer make?
You can create three types of reusable tasks in task developer.
How do I create a lead task in Salesforce?
You can also create tasks from other locations in Salesforce....To create a task, do one of the following.Click New from the My Tasks section of the Home tab.Click Task from the Create New drop-down list in the sidebar.Click New Task from the Open Activities related list of an associated record.
How do I create a new task in Salesforce lightning?
0:081:24How to add a new Task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipApplication go to tasks new tasks enter the name a gas on me to select the status. Click on dropMoreApplication go to tasks new tasks enter the name a gas on me to select the status. Click on drop down click on in progress.
How do I add a task related list in Salesforce?
Configure the Tasks Related ListsFrom the page header, click the gear icon. ... In the Tabs component, select the Tasks related list. ... Select an instance of the Task Related List component, such as Completed Tasks, and then in the Properties pane, change the value of the Show New Button field.Save your changes.
How do I create a task and event in Salesforce?
0:002:47How To Create A Task or Event in Salesforce Lightning ExperienceYouTubeStart of suggested clipEnd of suggested clipYou can create a new task for them right over there okay and you can create a new event.MoreYou can create a new task for them right over there okay and you can create a new event.
How do I assign tasks to groups?
Assign tasksUnder Assigned to, select the People icon. The first time you assign a task to someone, you'll be prompted to connect the project to a group.To create a new group, select Create group and then select Create and assign. A pane will appear on the right where you can name your project.
Can we assign task to group?
As a member of a space in Google Chat, you can create and manage group tasks and assign tasks to other space members. You can view tasks in the space where they're created. If a task is assigned to you, it appears in your personal task list in Google Tasks.
How do tasks work in Salesforce?
Tasks in Salesforce provides to-do items that needs to be completed by a user to whom the task is assigned. Tasks can be easily related to leads, contacts, campaigns, contracts.
What is list view in Salesforce?
List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. Instead of spending the time to build a report when you just need to sort by one field (such a state or lead source), you can create a List View.
How to use list view?
Here are some examples of when to use List Views: 1 You need a list of all contacts where State equals California 2 You want a list of all Opportunities with Opportunity Stage equals Won 3 You need a list of all contacts for whom Industry does not equal nonprofit
How to see list views in Lightning?
1. Starting on the home screen in Lightning, navigate to Opportunity tab. a. Once there, you’ll notice you can see some native List Views at the top of this section. By selecting the carrot you can find many List Views already created including recently viewed, closing this month, and my opportunities. 2.
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.
