Export or delete archived activities through API.
- a) Click on the reports tab.
- b) Then click on create new custom report.
- c) The report is of Activities. Depending on the activities, do Tasks or Events.
How to close a task in Salesforce?
Select the gear icon and choose Select Fields to Display, be sure to add the “Close Task” custom field that your Salesforce Administrator previously created so that you’re able to mass update the Task Status. 5. In your newly created Salesforce list view, select the tasks you want to close by checking the boxes in the left column.
Can I close out old Salesforce tasks in a mass update?
You turn to your Salesforce Administrator for help and ask if there is a way to close out old Salesforce Tasks in a mass update. Unfortunately, you find out that mass editing the Task “Status” field in a list view is not supported.
How do I Close a list in Salesforce list view?
In your newly created Salesforce list view, select the tasks you want to close by checking the boxes in the left column. You can select up to 200 records at a time, and they do not all have to be in sequential order. A counter at the top left will show you how many records you have selected.
How to enable Mass editing of Records in Salesforce list view?
As with any Salesforce list view, in order to enable mass editing of records in the list, you must specify the object Record Type if you’re working with multiple Task object Record Types. You should also add a second filter criteria of Closed equals False in order to only show open tasks records that need to be closed out. 4.
Can you delete activities on Salesforce?
To delete activity by user: On the By User tab, add the email addresses or user names of the people whose activity you want to delete. Click Delete, and confirm your selection. To avoid data corruption when we stop capturing data for the user, deactivate the user in Salesforce.
How do I close an open activity in Salesforce?
To close a Task from the Task recordClick the Task's Subject name to access the Task Record itself.Click the Edit button.Set the status to Completed.Click Save.
How do I mass delete open tasks in Salesforce?
You can mass delete tasks via the Mass Delete Tool or by running a report or export, then delete the records with the Data Loader....Delete records via the Mass Delete Tool:Navigate to Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records.Click Mass Delete Activities.More items...
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.
What are open activities in Salesforce?
Open Activities lets you create Task and event record with the record type selection functionality (if you are using record type for Task and event in your organization) whereas Activity history will let you Log a call or send an email. Also, both the related list shows the record created by users.
How do I view open activities in Salesforce?
0:363:00Salesforce Activity Timeline or Activities Related List - YouTubeYouTubeStart of suggested clipEnd of suggested clipBelow the activity tab where you can perform new activities. Now let's say that instead of theMoreBelow the activity tab where you can perform new activities. Now let's say that instead of the activity. Timeline you wanted your activities to appear as a related list on your salesforce record you
Can you delete multiple tasks in Salesforce?
To delete multiple records: Click Your Name | Setup | Data Management | Mass Delete Records. Click the link for the type of record to delete. Review the information that will be deleted along with the records.
How do I close multiple tasks in Salesforce?
Open the 'Tasks' tab and create a new 'List View'. Modify the filters to only show the tasks you wish to close out. Then select all and change the status to 'Completed'.
How do I mass close in Salesforce?
Select a list view, but not the default "Recently Viewed", then select multiple case records. Click the "Mass Close Case" button, you will be presented to enter a reason to close the case, this will update the Status and Internal Comments field for all Cases selected.
How do I delete an event in Salesforce calendar?
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...
How do I delete a call in Salesforce?
Delete a Logged Call On a Lead, Contact or Account record in Salesforce EssentialsOpen the record in which you logged the call.Navigate to the Activity section on the right hand side.Click the drop down arrow to the right of the call you want to delete.Click Delete.
How do I delete an email from Salesforce?
Using the Delete button in Salesforce.com. When viewing list of Email Messages, User can check box to select Emails and click Delete. This will remove the Email Message and all related links within Salesforce.