how to customize my tasks in salesforce

1. From your Classic Home page, click any Task to pull up the Task details.
2. Click the List View icon.
3. Copy the URL from your browser (it's going to be something like: https://instance.salesforce.com/007)
4. Navigate to Setup | Customize | Home | Home Page Components.
5. Click the Edit link next to the Custom Links component in the Standard Components section.

Full Answer

How do I assign tasks in Salesforce?

• Easily reassign all open Task from one User, whether Active or Inactive, to another Active User
• Verification of the Users, and whether they have any Open Tasks
• An email confirmation is sent to the the User who the Task is being Assigned from, and Assigned to,

How to customize quick create in Salesforce?

• While you’re still viewing Candidate in the Object Manager, click Page Layouts.
• Click next to Candidate Layout, then select Edit.
• Under Salesforce Mobile and Lightning Experience Actions, click the override the predefined actions link.
• Click Mobile & Lightning Actions in the palette.

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How to set up mass quick action in Salesforce?

• Click the Object Manager tab. Select Case, and open the Search Layouts setup page in Salesforce Classic.
• Edit the List View layout.
• In the List View Actions in Lightning Experience section, add the Replacement Owner action to the selected quick actions.
• Click Save.

How to create your first app in Salesforce?

• To create application in lightning, Click File | New | Lightning Application.
• Enter the name, and click Ok. E.g. appName.app resource. You may set name accordingly.
• Now use c:helloWorld to refer the component helloWorld.cmp using the default namespace c. If your organization has a registered namespace, you can use it to reference. ...

How do I edit task layout in Salesforce?

Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.

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 manage tasks in Salesforce?

0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.

How do I set task types in Salesforce?

Add Custom Task TypesFrom the object management settings for Activity, go to Fields & Relationships.Click TaskType.In the Values section, click New.Add one or more picklist values in the text box. ... Select Care Plan Task so that the new values are associated with the TaskType picklist.Save your changes.More items...

How do I add a custom field to a task?

0:382:12How to Create Custom Fields for Tasks or Events | SalesforceYouTubeStart of suggested clipEnd of suggested clipWe have put this link in the short description of this video for you log into the org. Click theMoreWe have put this link in the short description of this video for you log into the org. Click the gear icon. And click setup on the top left click object manager type activity in the quick. Find click

How do I customize my activity timeline in Salesforce?

Customize the Fields that Display on Tasks in the Activity...From Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.More items...

How do I update tasks in Salesforce?

Go to your Activities views or the Tasks Object in the App Launcher. Select the activities list view you want to update. Click Mass Update. The fields you are able to update will all appear on this page.

What is the difference between tasks and activities 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 stay organized in Salesforce?

4 Tips to Keep Your Salesforce Instance OrganizedData Security Tips in Salesforce. ... Monitor and Manage Data Quality to Keep Your Salesforce Instance Organized. ... Streamline Your Processes in Salesforce. ... Set Up Automation so You Don't Have to Work Weekends.

What is task type in Salesforce?

Task Type is a Popular Classic Feature that can be Recreated in a Lightning Task Layout. There are two kinds of Tasks: Open and Closed. They both configured using the same User Interface layout tools in Salesforce but appear in two different places in the Task Layout when implemented.

How do I create a task in Salesforce lightning?

0:021:24How to add a new Task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales.MoreHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales. Application go to tasks new tasks enter the name a gas on me to select the status.

How do I add activity type to Salesforce lightning?

In Salesforce LightningNavigate 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.

What is Salesforce customization?

Salesforce customization is a popular next step in any Salesforce implementation project. Naturally, in order to align your customized solution with your business goals, you need a strategy. Let’s look at what these strategic stages could be.

How can Salesforce be tailored?

Salesforce can be tailored in two ways, by means of either configuration or customization. The choice will determine how you shape your project team. If you go down the configuration path, you can use point-and-click tools without resorting to programming.

What to do when your configuration options are exhausted?

When your configuration options are exhausted, forward the rest of the planned changes to your developing team or customization partner.

What is a third party consultant?

Third-party consultants are a viable choice when you have limited time for scaling and upgrading. Consultants are ready to provide you with an immediate expertise to meet the project scope. The best part is, you get instant access to a team of professionals (developers, business analysts, architects, data scientists) who have customized Salesforce previously and know how to avoid the pitfalls.

Is Salesforce a customization platform?

There comes a moment in each Salesforce owner’s life when they feel it’s time to customize. Fortunately, Salesforce is the platform designed for customization. Salesforce users are able to fine-tune the platform to their individual needs as well as develop their own apps to perform any task they have in mind.

Can you use Salesforce in place of Excel?

When you start using Salesforce in place of some other platform or Excel spreadsheets, your employees may find it difficult to get used to the new landscape of fields and tabs, particularly when they miss any important objects they used previously.

When you ask your end users for feedback on the features they lack, do they tend to exaggerate their requests

When you ask your end users for feedback on the features they lack, they tend to exaggerate their requests and present them as ultimate needs, without thinking about a bigger picture. However, these needs do not always translate into obvious business opportunities, or their impact is not worth all the system changes and costs entailed in the long run. You need to break your planned custom features into a few groups by their priority.

Activity Timeline

When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.

Recap the Latest Activities

Your colleague is out of the office, and you’re handling their accounts until they get back. When a client calls, how do you get up to speed on what’s been happening?

Find the Activities That Matter Most

If you’ve been working with an account, opportunity, or other record for any length of time, you probably have a mix of activities in the activity timeline. How do you find the details you’re looking for?

Tasks and Task Lists

There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.

Keep Your To-Dos Up to Date

Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected.

Calendar

Salesforce Classic includes a calendar to help remind you about appointments.

View Other Calendars

What’s especially helpful in Lightning Experience is how you can share your calendar and view your colleagues’ calendars from your calendar. Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars.