
How to Create Recurring Series of Tasks in Lightning Experience and Salesforce Classic
- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Enable Creation of Recurring Tasks.
- Click Submit.
- Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts.
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Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile App
- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Enable Creation of Recurring Tasks.
- Click Submit.
How do I enable recurring tasks in Salesforce lightning experience?
Salesforce Lightning Experience: Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile App Steps to enable in Lightning Experience, 1) From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. 2) Select Enable Creation of Recurring Tasks.
How do activity reminders and notifications in Salesforce classic work with archived activities?
Activity Reminders and Notifications in Salesforce Classic Work with Archived Activities Enable Shared Activities Report on Contacts Related to Activities Activity Timeline Customization Considerations Respond to Event Invitations Sent from Salesforce Classic Activity Reminders and Notifications Report on Activities Related to Other Records
How to use meeting studio in Salesforce meetings?
Select Who Can Use Salesforce Meetings Add the Meeting Studio Component to the Home Page for Quick Access Meeting Preparation and Follow-Up with the Meeting Digest Meeting Digest Troubleshooting Engage with Customers and Prospects Using Meeting Studio Present Using Meeting Studio Guidelines for Presenting Meeting Studio in Your Web Conferencing...
How to create tasks for multiple people in Salesforce classic?
Create Tasks in Bulk for Multiple People in Salesforce Classic Add Send an Email, Log a Call, New Event, and New Task Buttons to... Guidelines for Tracking Activities Sorting Options for the Activity Timeline Quickly Schedule a Meeting About an Account, a Contact, or a Lead in... Things to Know About Activities

How do I create a recurring event?
Make an existing event repeatOn your computer, open Google Calendar.Click an event Edit .Next to "Does not repeat," click the Down arrow .Choose how often you want the event to repeat, and when you want the event that repeats to end.In the top right, click Save.
How do I create a recurring series of tasks in Salesforce?
To set a Task to reoccur quarterlyClick New Task.Check the box 'Create Recurring Series of Tasks'Choose the frequency 'Monthly. 'Choose every 3 months. In Lightning Experience, set Repeat to Custom and choose 3 months. ... Choose the start and end date for the recurrence.Save.
How do I create an event in Salesforce lightning?
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.
What is enable creation of recurring tasks?
Let users create tasks that repeat at a specified interval. If you disable this setting, users can still edit the interval of an existing recurring task, but they can't create more recurring tasks.
Can you create recurring events in Salesforce?
In Salesforce Classic, from Setup, enter Activity Settings in the Quick Find box, then select Enable Creation of Recurring Events. If you disable this setting, users can still edit the interval of an existing event series, but they can't create a new series.
How do I set a reminder in Salesforce lightning?
Activity Reminders and Notifications in Salesforce Lightning...From your personal settings, enter Reminders in the Quick Find box, then select Activity Reminders.Change the settings as desired.
How do I create a custom event in Salesforce?
To create an event, use the CustomEvent() constructor. To dispatch an event, call the EventTarget. dispatchEvent() method. The CustomEvent() constructor has one required parameter, which is a string indicating the event type.
What is event getParam in lightning?
The parameter name. For example, event. getParam("button") returns the value of the pressed mouse button (0, 1, or 2).
How many types of lightning events are there?
There are two types of events in the framework: Component events are handled by the component itself or a component that instantiates or contains the component. Application events are handled by all components that are listening to the event. These events are essentially a traditional publish-subscribe model.
What are recurring tasks in Salesforce?
In Salesforce, we have an inbuilt feature to create recurring tasks when the previous task is closed. Recurrence task is a task created repeatedly until the criteria specified is met. It is used to create a repeating task when the current task is marked as completed or overdue.
How do I edit a recurring task in Salesforce?
For tasks that are part of a recurring series:To edit an individual task occurrence, select the View Task subtab, and click Edit Task.To edit an entire task series, select the View Series subtab and click Edit Series. Alternatively, click the Edit Series link in the Recurrence section of the detail page.
How do I delete a recurring event in Salesforce lightning?
Steps to delete an entire Event series in LightningAccess the first occurrence of the recurring event that was created in Lightning Experience via the calendar or the Events list view.On the Event detail page, click on the Delete button.Click on the Delete All Following button.