From the activity row, click the dropdown arrow and editing options appear. Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience.
- 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.
How to integrate Salesforce with Microsoft Teams?
Get the Salesforce App for Microsoft Teams Add Salesforce Records as Custom Tabs in Teams Mention Salesforce Records in Teams Channels and Chats View and Edit Salesforce Records in Teams Log Out of the Salesforce App in Teams Outlook and Gmail Integration on Desktop Outlook and Gmail Integration and Inbox Features
How can I improve Salesforce activity capture?
Exclude Certain Emails and Events from Being Added to Salesforce Set Default Activity Sharing for Einstein Activity Capture Users Let Users Share Activities with Groups Add High Velocity Sales Components, Actions, and Fields to Page...
Why can’t I create cases in Salesforce help?
Salesforce is investigating an issue where customers are unable to create cases and access their org through the org picker in Salesforce Help. Please call 1-800 NO-SOFTWARE to create a case if your issue is time-sensitive.
What's new in Inbox now in the Salesforce Inbox app?
Close Deals Faster with Inbox Now in the Salesforce Inbox App Supplemental Contact Information in Inbox Mobile Scheduled for... Dismiss All Insight Types in Inbox Now on iOS Use Salesforce Templates in Inbox Mobile View Your Salesforce Tasks in Inbox Mobile Removed SalesforceIQ CRM Login Option in Inbox Mobile for Android
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 update a task layout in Salesforce?
Required Editions and User PermissionsFrom 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.Click Save.More items...
How do I create a recurring series of tasks 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.
How do I delete a recurring task in Salesforce?
Steps to delete an entire Event series in LightningAccess 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 do I edit an activity component in Salesforce?
Open Set Up and then the Object Browser. Click on the object to customize....Drag an action you want to add from the top section.Drag fields from the screen back to the top section to remove them.When done, click the Save button on the Action bar.
How do I change the activity layout in Salesforce lightning?
Open set up and type Global Actions in the Quick Find box....Salesforce – Edit fields and layout in the Lightning Activities...Drag a field from the top list to the position you want it on the screen.Drag fields to new positions on the screen.When done, click the Save button on the Action bar.
How do I create a series of tasks 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 create a recurring task?
Create a recurring task Click Task, click the bottom part of the Task button and then click Recurring Task. In the Task Name box, type the recurring task's name. In the Duration box, add the duration of each occurrence of the task. In the Recurrence pattern section, click Daily, Weekly, Monthly, or Yearly.
What is recurrence interval in task Salesforce?
RECURRENCEINTERVAL is how often the Recurrence happens. This is a number field and would show how many times the Activity will repeat. Example: 1 would mean the Activity would repeat once. RECURRENCEDAYOFWEEKMASK - The day or days of the week on which the task repeats.
How do I delete a task in Salesforce?
How to delete a Task under Opportunities in Salesforce LightningWelcome. In this guide we will learn how to delete task under Opportunity tab.Click on "Opportunities"Select Opportunity from the below list.Select the drop down next to the task which you want to delete. ... 5) Click on "Delete"Click Delete to confirm.
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.
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.
Visualforce
Write up a page that allows deletion of a specified task. Works the same as above, but uses Visualforce instead of JavaScript.
Trigger
You can actually delete a record in a trigger using "after update". Just make a custom checkbox and have the trigger delete the record when checked. Users will only be able to delete tasks they can edit using this method.