Slaesforce FAQ

how to find unresolved items in salesforce lightning

by Gaston Bogan Published 3 years ago Updated 2 years ago
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By opening the page "Unresolved Items", users can decide what to do with emails that are not related to any Salesforce record. The page is accessible via the Groove context menu in their mail client.

In Lightning Experience, click your profile picture, then click Settings | Email | My Unresolved Items. Quickly review unassigned items by type using the tabs Contacts, Events, and Tasks. View your unassigned items.

Full Answer

What are unresolved items in Salesforce?

Unresolved items are emails a user sent or received that were automatically logged in Salesforce (via Groove) but no related Salesforce record was found.

Which of the following types of items will appear in the My unresolved items list?

The My Unresolved Items screen displays Contacts, Events, Emails and Tasks that are unresolved.

How do I fix unresolved email in Salesforce?

can fix this setting by navigating to Setup>Personal Settings>Email>My Email to Salesforce and ensuring the "If no matching records are found, create a task for each recipient and sent it to "My Unresolved Items" is UNCHECKED. Screenshot attached - hope this helps!

How do I delete unresolved items in Salesforce?

Set up your criteria to include a filter like the following: Subject STARTS WITH "Unresolved Email:" (You can also use other filters to narrow down your search results.) Click Search. You can then select the desired records and click Delete.

How do I see unresolved items in Salesforce?

In Salesforce Classic, access your unresolved events from the sidebar shortcut Unresolved Items. In Lightning Experience, click your profile picture, then click Settings | Email | My Unresolved Items. Quickly review unassigned items by type using the tabs Contacts, Events, and Tasks. View your unassigned items.

Which mechanism can you use to see all converted leads in your Salesforce org?

Once the Leads are converted in a Salesforce Organization, they aren't directly available in a Leads List View. To view the data of all converted Leads you will need to either use a standard Lead report or create a Custom Report Type based on your Organization's needs.

What is an unresolved email in Salesforce?

When emails are sent to Salesforce via Email to Salesforce or Salesforce for Outlook, some are assigned to related records based on your Email to Salesforce settings. The rest are added to My Unresolved Items, where you assign them to related Salesforce records or confirm that you want to leave them unassigned.

How do I mass delete in Salesforce?

From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that is deleted with the records. Specify conditions that the selected items must match, for example, “State equals California.”

How do I delete an activity in Salesforce?

0:021:25How To Delete Mass Activities In Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to delete mass activities in Salesforce lightning. Open Salesforce lightning click on deer icon.MoreHow to delete mass activities in Salesforce lightning. Open Salesforce lightning click on deer icon. Click on setup it opens in a new tab enter mass in the quickfind. Click on mass delete records.

How do I delete a task in Salesforce?

0:020:40How to delete task under account in Salesforce #Salesforce #AdminYouTubeStart of suggested clipEnd of suggested clipSelect account from below list for this guide we selected. Test select tasks and click this iconMoreSelect account from below list for this guide we selected. Test select tasks and click this icon next to tasks to show more options click on delete click delete to confirm.

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