- Log in to your Salesforce account, and click the "Reports" tab.
- Click the "New Report" button and then the "+" next to the "Activities" folder.
- Click the type of activity report that you want to run, and then click "Create." You're taken to the report building screen, which is split into three sections: ...
- Scroll through the Fields section to find any additional fields that you want to add to the activity report.
- Select any of the options in the Filters section to narrow the range of information to appear in the report.
- Click "Run Report" to create the report based on your Salesforce data. If you're not ready to run the report, click the "Save" button to save your changes.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars.These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces. These activities are similar to those of outlook and are used to invite people for certain tasks, events, and so on.
How to monitor user activity in Salesforce?
User Activity Monitoring in Salesforce
- Security. The average cost of a data breach is $3.92 million. ...
- Compliance. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
- Usage and Adoption. User activity monitoring insights can also reveal how users interact with Salesforce. ...
- Performance. ...
- Salesforce Shield: Event Monitoring. ...
How to train your users on Salesforce?
Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch ...
How to use Salesforce everyday?
Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.
How do I set up an activity in Salesforce?
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.
What's an activity in Salesforce?
Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
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.
What is difference between task and activity in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
How do I see activity in Salesforce?
View Your User Activity in Marketing Cloud IntelligenceTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. ... Apply filters to change the data displayed on the page.
Is there an activities tab in Salesforce?
In the calendar section on the home page, there are a number of icons that will display views of activities. The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you.
How long do activities last in Salesforce?
In order to provide an optimal reporting system, Salesforce automatically archives activities Events with an end date greater than 365 days ago. For Tasks, Salesforce will archive anything with a due date greater than 365 days ago or anything with no due date created 365 days ago.
What is lead activity Salesforce?
Use the Lead activity to create or update a lead record in the Sales and Service Cloud for each contact that reaches the activity. This legacy activity may appear in old journeys but is no longer available as an option for new journey activities.
How do you add log a call to activity in Salesforce lightning?
0:184:03Salesforce Lightning 101.2 Log a Call - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo what we're going to do is to go here in the activity. And you can see even if we're in details.MoreSo what we're going to do is to go here in the activity. And you can see even if we're in details. This is still here. So we want to do is to go to activity log a call. And that creates this panel.
Objective
This is a brief guide to creating a basic report for 8x8 user call activity in Salesforce, from data stored by the 8x8 Work and Contact Center for Salesforce integrations.
Procedure
These instructions will show you how to create a report in Salesforce Lightning that will both separate user Task activity into individual assigned user sections, and provide a sum total of each user’s call times for the day.
