- 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.
- Navigate to Setup.
- Select the Object Manager tab at the top of the screen, then click the Activity label.
- From Activity, click Fields & Relationships, and then select the New button.
- Finally, begin configuring your New Custom Field.
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.
How to create an activity for leads?
We are going to create an activity for Leads. To create activity select Leads Tab=> Select the Lead. Select Leads Tabas shown above and from the list of leads select any of the lead to which you want tocreate new task.
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.
What is a task in Salesforce?
A Task in Salesforce is an activity helps keep ups the to-do list and assign, track, and filter tasks lists and notifications of an organization that needs to be worked on. A task may not have any specific time period or time duration for completion.
How do I create an activity in Salesforce?
To create activity select Leads Tab=> Select the Lead. Select Leads Tab as shown above and from the list of leads select any of the lead to which you want to create new task. View the lead in detailed view and select New Task as shown below.
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.
How do I track activity in Salesforce?
0:014:08Salesforce Lightning: 101.7 New Activity Tracking Example - YouTubeYouTubeStart of suggested clipEnd of suggested clipNot a problem so what I'm going to do is to hold down alt touch tab that brings me to this nextMoreNot a problem so what I'm going to do is to hold down alt touch tab that brings me to this next screen.
How do I add an activity timeline in Salesforce?
In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default activities view for your org. If Einstein Activity Capture is enabled, the Activity Timeline option is required.Click Save.
How do you add an activity to a lightning page?
Noticeably this happens to users who haven't change their Record Page Settings yet....Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click 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 create a tracker in Salesforce?
From the object management settings for cases, go to Page Layouts. In the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor. In the Other Tools and Components section, select the Milestone Tracker and specify where on the page you want it to appear. Click Save.
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.
How do I add an activity to a related list?
0:033:00Salesforce Activity Timeline or Activities Related List - YouTubeYouTubeStart of suggested clipEnd of suggested clipManagement is to see the activity timeline. Now i'm on an opportunity record and i've got myMoreManagement is to see the activity timeline. Now i'm on an opportunity record and i've got my activity tab selected here and it's from here that you can perform traditional activities inside of
How do I log an activity in Salesforce lightning?
Step 1: Log into Salesforce.com. Step 2: Select the lead or contact that you want to log a call for. Step 3: Once you are in the contact record, scroll down to the activity history list and select Log a Call. Step 4: You can then enter the subject as a reminder of what the call is about.