- Create a Recurring task series in the lightning experience using from the Tasks Tab and relate it to the account record
- Make sure one of the tasks in the series is set to completed status
- Delete the recurring series. Notice that the completed task has been deleted as well.
- Access 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.
How to create a task or an event in Salesforce?
Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out. Enter the event details, and click Save.
How to use Salesforce activities and tasks?
To create a new task:
- Go to the Home tab and select My Tasks and then New. You are given an option to select the record type of the task.
- Input the task details. There are numerous task details which should all be understood differently. ...
- Click on Attach files on the Attachments related list to attach files. ...
- Specify the priority and status of the task created.
How to set a recurring task?
You can add a recurring task in Microsoft Project by following these steps:
- Select Insert – Recurring Task
- The Recurring Task Information dialogue box appears
- Insert the Task Name, Duration, Recurrence Pattern, Start Date and assign any relevant calendar for the task.
- Press Ok
How to use ringdna with Salesforce tasks?
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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.
Can you delete a task in Salesforce?
You can delete a task by clicking on the task tab at the top, then make sure the view is changed to the Table View. At the end of the task you'd like to delete, you can click the dropdown arrow to delete the task. You can also add the delete function to the task page layout.
How do I delete an event in Salesforce?
Delete a meetingLog in to your Salesforce account.In Salesforce, open one of the following pages in the upper toolbar. ... Locate and click the scheduled event to open its details.Click Delete (this option can be found under "Action" as well).More items...
What is recurring task in Salesforce?
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. In Salesforce, we have an inbuilt feature to create recurring tasks when the previous task is closed.
How do I delete completed tasks in Salesforce?
if its list of Tasks on your home page, just click on x to complete the task and save it or change the status of the task to be completed and the task will be automatically removed from the list.
How do I edit a task in Salesforce?
Customize the Tasks or Event pages Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize.
How do I disconnect a Google calendar from Salesforce?
Locate the event in Gcal and using the Lightning for Gmail panel click the association check box to dis-associate the record and delete in Salesforce.
How do I cancel my Salesforce account?
To delete your profile on Salesforce Stack Exchange, navigate to your user profile, then click the Settings link at the top of your profile page: Then, in the the column below that on the left side of the page, click the Delete profile link: Read through the information on that page.
How do you cancel a meeting on Chili piper?
When you book a meeting with the wrong assignee or with the wrong guest, you can delete the meeting in Google from the "Trash Can" icon within the event. By default, the meeting is deleted in Salesforce, and if you use the round-robin algorithm, it will not count against the fairness of meetings distribution.
How do I complete a recurring task 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.
Can you set a recurring task in Salesforce?
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.
How do I enable recurring tasks in Salesforce?
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.More items...•