Step 1: In Salesforce, Enable Shared Activities
- Log in to Salesforce.
- Navigate to Setup, and then In Salesforce Lightning: in the Quick Find box, search for Activity Settings. Select the highlighted result. ...
- On the Activity Settings page tnat appears, near the bottom, select the Allow Users to Relate Multiple Contacts to Tasks and Events check box.
- Go to Salesforce.
- From Setup click Customize | Activities | Activity Settings.
- Activate the checkbox Allow Users to Relate Multiple Contacts to Tasks and Events.
- Click Save.
What is the shared activities feature in Salesforce?
You enable the Shared Activities feature to let your sales reps relate multiple contacts to a single event or task. Before you enable Shared Activities, it’s good to be aware of these things. Your reps can relate an event or task to up to 50 contacts.
How do I enable shared activities in activity settings?
To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2).
What is an activity in Salesforce lightning experience?
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 can I improve the sales process in Salesforce?
Identify activity features that keep the sales process moving forward. Understand how the activity timeline helps your reps sell better. Determine which activity customizations help your reps most. Activities are the events and tasks that your sales reps manage in Salesforce.
How do I enable activities in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Allow users to relate multiple contacts to events and tasks.Click Submit.To show related contacts on event and task detail pages, ensure that the Name related list is included on event and task page layouts.
What are shared activities in Salesforce?
Shared Activities is a Salesforce setting which allows users to relate up to 50 Contacts (but only 1 Lead) to an Event or a Task. If you have Shared Activities enabled in Salesforce and are using Contacts, you can sync the Google Calendar meeting to more than one Contact in Salesforce.
How do I share tasks in Salesforce?
You can share tasks with more users in one of the following ways.Use role hierarchy. Set up role hierarchy, and assign users to roles. Ensure that users who create tasks are added to the lowest level role. ... Assign tasks to a queue. Create a queue and add the users who manage tasks to it.
How do you make a Salesforce activity public?
Required EditionsFrom Salesforce Setup, access the Object Manager.Access Tasks or Events, depending on which objects you must give access to.Click Fields & Relationships | Public | Set Field-Level Security. ... Click Page Layout and add the Public field to your Task or Event object's page layout.Click Save.
How do you check if shared activities is enabled in Salesforce?
How Do I Enable Shared Activities?Go to Salesforce.From Setup click Customize | Activities | Activity Settings.Activate the checkbox Allow Users to Relate Multiple Contacts to Tasks and Events.Click Save.
How do I add an activity to an object in Salesforce?
Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under 'Optional Features'Click OK on the confirmation dialog to finalize.Save.
Are activities private in Salesforce?
Activities are private by default. This means that only the owner of the Activity record or a user with View All permissions can see them. The View All permission cannot be targeted to specific objects, so typically only System Administrators have the View All enabled permissions available.
Who can see activities in Salesforce?
Only the activity owner (label as Assigned To), and users above the activity owner in the role hierarchy can edit and delete the activity. Users with Read access to the record to which the activity is associated (Name and Related To) can view and report on the activity.
Who can see tasks Salesforce?
How Task Assignment Works. Tasks can only have one owner at a time. If you reassign the task to someone else, it no longer appears in your task list, unless the person is below you in the role hierarchy. In that case, you see the task in the Delegated view in your task list.
How do I make activities private in Salesforce?
In order to make activities completely private then you will need to change your sharing model for the Activity object to Private and make sure Grant Access Using Hierarchies is unchecked. This will ensure users cannot see tasks that aren't assigned to them.
Who can edit tasks in Salesforce?
All usersAll users are able to edit, close, and delete the tasks that have been assigned to them.
When I create the custom object What is the default OWD access for it?
By default after creating custom object OWD access level is Public Read/Write. Private: only owner and above hierarchy users can have Read/Write access and below hierarchy users don't have any access.
How to enable shared activities in Salesforce?
To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2).
Why is Maria important in Salesforce?
That’s because events and tasks often apply to more than one contact.
