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.
What are Salesforce activities?
Salesforce Activities track the interactions your users have with prospects and customers through various communication channels. These are either Salesforce Tasks or Salesforce Events records. “Activity” appears in the Object Manager in every Salesforce org, which means that every Salesforce customer can leverage them.
How do I make activities completely private?
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.
How do I edit the Salesforce activities data model?
Go into Salesforce Object Manager, and you will see all three in the list: Activity, Tasks, Events. However, when looking at the Salesforce Activities data model, you will only see two featured: Tasks and Events. Here’s a table that outlines where you need to go to create/edit the following configuration:
How do you track interactions between users and prospects/customers in Salesforce?
It’s ‘best practice’ to track the interactions between your users and prospects/customers – the two branches of Salesforce Activities (“Tasks” and “Events”) make this possible, but it’s equally important to understand the differences between these object types.
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.
How do I provide access to activity object in Salesforce?
Control Access to ActivitiesFrom Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select or create a permission set, and then open System Permissions.Based on your user license, update the permission set.More items...
How do I turn off activity timeline in Salesforce?
In Setup, enter Connected Apps in the Quick Find box, select Manage Connected Apps, then click the name of the connected app you want to modify. In the Custom Attributes section on the connected app page, click New. Enter DISABLE_ACTIVITY_TIMELINE for the attribute key and “true” for the attribute value.
How do I enable activity 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.
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.
How do I restrict access to an object in Salesforce?
Required User PermissionsFrom Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile. ... Click Clone to clone the user profile.Name and save the cloned user profile.Click Object Settings.Click the name of the Salesforce object.Click Edit. ... Save the object settings.More items...
How do I customize my activity timeline in Salesforce?
Customize the Fields that Display on Tasks in the Activity...From 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.More items...
What is open activity in Salesforce?
Open Activities lets you create Task and event record with the record type selection functionality (if you are using record type for Task and event in your organization) whereas Activity history will let you Log a call or send an email. Also, both the related list shows the record created by users.
How do I change the 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 enable activities on a custom 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.
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.
What is activity management in Salesforce?
Activity Management allows you to see your own activity as well as the activities of the people who are below you in the role hierarchy in Salesforce.