Slaesforce FAQ

how to make tasks private in salesforce

by Rudolph Maggio Published 2 years ago Updated 2 years ago
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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.

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.Jul 16, 2012

Full Answer

How do I manage tasks in Salesforce?

0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.

How do I provide access to a task object in Salesforce?

From 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. Check all the profiles you'd like to have access to this field and click Save.

How do I see other people's tasks in Salesforce?

If you access to tasks assigned to other users you can see them from the Activity List View. Click on the list icon below the Calendar on the home page. In the list views create a view to see the activities of all assignees.

Can we assign task to Public group?

You can assign new Tasks to multiple people, public groups, and queues in Lightning Experience from Task tab, Activity History, or Open Activities related lists.

Who can see tasks Salesforce?

1. The task is automatically assigned to the person creating it, but can be assigned to anyone on the staff you can access.

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 edit tasks in Salesforce?

All usersAll users are able to edit, close, and delete the tasks that have been assigned to them.

What is the parent of activity Salesforce?

The user who is assigned to an activity in the Assigned To field is often referred to as the “activity owner”. Reference: Access to Activities. Sharing Default Access Settings.

Can a task be assigned to a group in Salesforce?

The salesforce doesn't provide features to assign a task to Group when creating Task from the opportunity>Activity>New Task. You can only assign a task to Group when you create a new task from the Task Object.

Can a task be assigned to a queue in Salesforce?

Starting the Spring 20 release, you can now assign Tasks to a queue. See Activities: Assign Tasks to a Queue to Share Work Efficiently. To set it, navigate to Setup | Users | Queues. Then, you can click the New button and create a new queue and set Task as the supported object.

How do I assign tasks to groups?

Assign tasksUnder Assigned to, select the People icon. The first time you assign a task to someone, you'll be prompted to connect the project to a group.To create a new group, select Create group and then select Create and assign. A pane will appear on the right where you can name your project.

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