How will my completed activities be logged in Salesforce?
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce.
What are Salesforce events and new tasks?
When we hear the term “Event”, we’re more likely to think of something longer, like a one-day conference or a three-day trade show. And Salesforce Events can be all of that as well, but more often than not they simply represent a 1-hour meeting. And they behave the in the exact same way as New Tasks, with two notable exceptions.
How do I Mark tasks as completed in Salesforce lightning experience?
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. There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
How does a meeting log to Salesforce?
By default, the meeting will also log to Salesforce as a closed activity task. Meetings will log as tasks unless otherwise designated in the Salesforce Activity Logging settings. If a meeting is rescheduled or canceled, SalesLoft will not reflect the changes.
How do I see upcoming tasks in Salesforce?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal. Click on Tasks....In Lightning Experience:View the Activity Timeline on the associated records.Click the Calendar tab from the app menu.View the Today's Tasks and Today's Events components on the Home tab.
How do I log a task in Salesforce lightning?
In Lightning, after you 'Log a Call', it immediately shows under the 'Past Activity'. When the record is created, you will be able to see the dropdown arrow in 'Show More Actions' onto the right-hand side. To create a follow-up task, you have to choose the 'Create a Follow Up Task' option in the list of actions.
How do I add a task to an activity in Salesforce?
1:027:47New Task not appearing under Activity even though it is added ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd this is the new task we are looking at so if you click on that. And click Edit and we see hereMoreAnd this is the new task we are looking at so if you click on that. And click Edit and we see here like a type master. We're going to create master data type alright alright so we are clear on that.
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 add log a call in activity?
1:112:33How to Add the 'Log a Call' Button to Document and Save the ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on log a call enter a subject and comments select a contact from the drop-down menu and clickMoreClick on log a call enter a subject and comments select a contact from the drop-down menu and click save the log a call activity will show on the chatter.
What is difference between task and event in Salesforce?
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.
How do I add actions to activity timeline in Salesforce?
Resolve the missing ActionsClick your avatar.Select Settings.Go to Display & Layout.Look for Record Page Settings.Check if the setting is set to Activity Timeline.
How do I add a task to lightning?
0:021:24How to add a new Task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales.MoreHow to add a new task in Salesforce lightning log into Salesforce lightning an open sales. Application go to tasks new tasks enter the name a gas on me to select the status.
How do I add a task to an object in Salesforce?
Create an "Add Task" Quick Action on a Custom Object FollowNavigate to Setup > Object Manager > Locate your custom object. ... Click New Action.Create a Quick Action on the Task object. ... Click Save.More items...•
How do you add a field to a new event under Activity tab in lightning?
In order to add an extra field on global action layout, you can go to setup and type global action and select and open the new event action and edit the page layout. Add the desired field to the new event global action layout.
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.
How do I track user activity in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
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.
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.
When can we enable activities on required objects?
We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.
Does a task have a time period?
A task may not have any specific time period or time duration for completion. Task talks about “What”, and have a deadline.
Does Lightning experience have classic applications?
Only the applications created in Classic don’t appear in Lightning experience on their own while all other internal fields and activities do.
Can you create a follow up task in real time?
In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.
What is CRM record selection?
CRM Record Selection allows users to log email activity to alternative records, giving you complete control over which Salesforce record an email will be logged to.
Why does Salesloft have a prefix?
Salesloft adds the prefix "Meeting Booked" when events sync to Salesforce so that Salesloft events can be easily filtered out in the reports (for example: Meeting Booked: Discovery Call).
What does logged calls appear under?
Calls that are logged from the Dialer will appear under the activity history of the Lead or Contact and the Account.
How many fields are there in Salesforce?
To ensure Conversation Intelligence web-based meeting recordings push to Salesforce as intended, there are six fields that a team admin must map in your Activity Field Configuration. These fields include:
What is the other step logged in Cadence?
Other steps are logged under the activity history along with your emails and calls any time an Other step is logged from a Cadence. Things to Note: Other steps that are Complete Only will not be logged.
Where is Salesforce activity logged?
All activity will be logged on the Lead or Contact level . If a Contact is associated with a Salesforce Account, the activity will log under the Account’s activity history as well.
What is the subject line of email logs?
Email logs will be recorded with the subject line "Email: (Subject line of the email)."
What is Lightning Experience?
Lightning Experience includes a new type of email template that you can create. With Lightning templates, you enjoy rich text support and easy file preview and sharing. Just send the email attachment as a link. And it’s easy to keep these templates up-to-date.
What is mass email in Salesforce?
You’ve used group emails—called Mass Email in Salesforce Classic—to reach many customers at once.
What can you do with email composer?
You can also do more in the email composer: add attachments, insert merge fields, insert or create a template, preview your email before you send it, erase what’s in the email and start over, and expand the email composer for more space.
Why do we need shared calendars?
Shared calendars make it easy to see when events overlap. For example, you can see when a coworker is busy to make sure she’s available for a day-long event that you need to schedule.
What do you notice when you read an email?
One of the first things you’ll notice is that you can relate the email to another record, like the opportunity you’re working on.
Can you edit letterhead in Salesforce?
You can easily access your existing Classic Text, Custom HTML, and Letterhead email templates in Lightning Experience. You just edit them in Salesforce Classic. When selecting a template, choose All Classic Templates from the dropdown list.
Does Salesforce email fill in to address?
As you can see in this screenshot of the email composer, just like Salesforce Classic, when you send an email from a record, it fills in the To address for you. If a Person Account has an email address, it’s also filled in automatically—but only in Lightning Experience.
