View Activities
- Find and open the record where you want to log an activity. Activities can be logged on most Salesforce records.
- Scroll down until you can see the Activities list. Activities are usually located further down the page. There are...
- Open Activities: Tasks you haven't completed yet.
- Activity History: Completed tasks, past events, and any important activity...
Can I track users activity on Salesforce?
User activity monitoring insights can also reveal how users interact with Salesforce. Usage and adoption are critical for users to leverage Salesforce to its fullest and monitoring certain actions can reveal if your team is fully utilizing the CRM.
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How to track usage of Salesforce by the users?
User Activity Monitoring in Salesforce
- Security. The average cost of a data breach is $3.92 million. ...
- Compliance. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
- Usage and Adoption. User activity monitoring insights can also reveal how users interact with Salesforce. ...
- Performance. ...
- Salesforce Shield: Event Monitoring. ...
How to create a new Salesforce user?
- Setup > Type in ‘Users’ into Quick Find > Select Users
- Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10).
- Select User Licence – this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence.
- Select Profile for the user.
- Save.
How do I log activities in Salesforce?
Step 1: Log into Salesforce.com. Step 2: Select the lead or contact that you want to log a call for. Step 3: Once you are in the contact record, scroll down to the activity history list and select Log a Call. Step 4: You can then enter the subject as a reminder of what the call is about.
How do I log an activity in Salesforce lightning?
0:184:03Salesforce Lightning 101.2 Log a Call - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo we want to do is to go to activity log a call. And that creates this panel. And we want to sayMoreSo we want to do is to go to activity log a call. And that creates this panel. And we want to say all right for the the subject of the call we're just going to say we called her. This is for for Deb.
How do I track activity in Salesforce?
Create the automation in Process Builderselect Update Records under Action Type.give your action a name.under Record Type , choose the option for Select the Task record that started your process.under Criteria for Updating Records, select No criteria - just update the records!More items...•
How do I query log a call in Salesforce?
Add "Log a Call" to Page LayoutsOpen and Explore the Salesforce Setup Menu.Edit Page Layouts for Standard Objects or Edit Page Layouts for Custom and External Objects.For each of the object's desired page layouts add the "Log a Call" button in:
How do I create an activity history record in Salesforce?
In Salesforce LightningNavigate to Setup.Select the Object Manager tab at the top of the screen, then click the Activity label.From Activity, click Fields & Relationships, and then select the New button.Finally, begin configuring your New Custom Field.
What is an activity in Salesforce?
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 do I monitor Salesforce?
17 Free Ways to Monitor Your Salesforce OrgApplication Logging Framework. ... Tooling API. ... REST API – Limits. ... Setup Audit Trail. ... Health Check. ... Salesforce Optimizer. ... System Overview. ... Apex Exception Emails.More items...•
How do I track email activity in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I create an email activity report in Salesforce?
Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. ... Optionally, select a secondary object from among these options and save the report.More items...
Is log a call a task or event?
Log a Call just creates a Task, but it gives you a chance to use a different layout for creating Tasks right after calls.
What is activity timeline Salesforce?
The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related entity record.
How do I create a call log report in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
Why don't salespeople log activities?
And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.
What does "log a call" mean?
Perhaps our favorite activity of all. Log a Call is so versatile that it can be used to capture any significant interaction between our users and our prospects or customers. Log a Call is super easy to use, provided the user understands a few basic concepts. And the very first concept is this – Log a Call, even though it is implied, does not have to mean a “phone call”. Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
What does "log a call" mean in Salesforce?
Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
Is Salesforce email capturing important?
First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.
What is a new task?
A New Task, any activity for that matter, can, and should, in fact, be related to numerous objects. For example – when a sales rep is working on an Opportunity, and creates a New Task, that Task can be related to the Opportunity, as well as the Contact, or Contacts that they are working with, and lastly the Account.
Can you send emails from Salesforce?
Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.
Can you assign a task to another user?
When you create a New Task, you, the user, are automatically the Assignee, but you can easily Assign the Task to any other individual, or group of individuals in your organization provided they have licenses. When you assign a Task to another user, they will receive an email alerting them that they have a new Task.
How to Log Activities in Salesforce
You can use activities in Salesforce to track all important tasks and events related to your leads and customers.
Log a Call or Activity
You can also log calls - or any kind of important activity - to keep a record of it.
Why is user activity monitoring important in Salesforce?
User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.
What does it mean when a Salesforce user logs in at odd hours?
Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.
Can you assess Salesforce performance based on Apex events?
You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .
Tasks and events in Salesforce
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.