Slaesforce FAQ

how to searcdh user activity on salesforce

by Dr. Lamont Vandervort II Published 2 years ago Updated 2 years ago
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Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities. Actually just to clarify you cannot see "All" a users activity.

Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.Mar 16, 2016

Full Answer

What are Salesforce activities?

Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.

How to track all user activities by using Salesforce report?

I would like to track all the user activities by using salesforce report. as simple as i would like to track the user daily activities including with Login time and logout time date. your answer is highly appreciated. Go to Setup->Administrative Setup->Security controls->View Setup Audit trail.

Can a user be invited to an event in Salesforce?

They can be invited for an event even if they ain’t on the Salesforce platform. They can create a user ID. Both Leads and Contacts are standard objects, where we save information about “potential customer” and “current customer”. User invitation– Other employees of the company. How to create new tasks and events in Salesforce?

What are the benefits of user activity monitoring in Salesforce?

Salesforce admins can utilize user activity monitoring to gain deeper visibility into the health of their Salesforce org, covering four critical areas: security, compliance, usage and adoption, and performance.

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How do I track user activity in Salesforce?

In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.

Is there a user activity report in Salesforce?

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.

How can I see user activity?

Some of the most common ways to track user activity include:Tools like Google Analytics and Search Console.Click tracking (recording which elements on a page users click)Scroll tracking (recording where users scroll on a page)Viewing session recordings of users as they use their site.

What is user activity log?

The User Activity Log will display user activities based on your filter criteria and Activity Group (whether it be Reservation, Posting, Housekeeping, Commission, Configuration, Employee, Profile, Blocks, or Potential, among others).

How do I create a daily activity report in Salesforce?

Salesforce.com for dummies: Creating daily reportsCreating daily reports.Developing Reports with the Wizard.Building a report from scratch.Click the Create New Custom Report button.Select the data type you want to report on, and then click Next.Select the radio button for the type of report that you want.

What is Salesforce activity?

Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.

Which is used to track user activity and API usage?

Answer: Cloud Trail is the right answer.

How do you track system activities?

How to Track a Computer?You can use system power troubleshooter, local files, or similar applications for checking event sources and user activity logs on a computer.Dedicated employee monitoring apps—these allow you to capture screenshots, monitor network within your company, log keystrokes and mouse movements.More items...•

How do I track user activity on APP?

Best tools for tracking User Behaviour for Mobile AppsGoogle Analytics for Mobile Apps.Mixpanel.Appsee (acquired by ServiceNow)Localytics.Clevertap.Flurry.Apptentive.

What is user activity report?

User Activity Report facilitates System Administrator to view and generate user activity reports to track and ensure security within the infrastructure system. You can access User Activity Report from the Security Management Navigation List to the left.

Who controls user access and monitors user activity?

Quickbooks Chapter 2 ReviewABWho controls user access and monitors user activity?The Master AdministratorWhat account type is considered a liability?Accounts PayableHow are opening balances entered?As a journal entry or directly into the account register.8 more rows

How can I see user activity in Windows?

On your deviceIn Windows 10, select Start , then select Settings > Privacy > Activity history.In Windows 11, select Start , then select Settings > Privacy & security > Activity history.

Salesforce Global Search

The first place a user looks to search is the global search bar, with a search box conveniently located at the top of the screen, regardless of where you are in the Salesforce user interface.

Lookup Search

A lookup search enables a user to search and associate a record to another record using a lookup field. For example, when associating a Contact with an Account, you would use the ‘Account Name’ field to associate the two records together.

Salesforce Search Layouts

It’s important to spend some time understanding what your users want to see when they perform a search in Salesforce. The search layout affects which fields users can view, filter and sort by on the search results page. You can also change the layout for each profile.

List View Search

List views are like fabulous mini-reports and are a great way to access data. Once created, you can also search a list view for a specific record.

Salesforce Einstein Search

Salesforce Einstein Search takes searching in Salesforce to the next level – it’s super smart! Einstein Search discovers and understands your user’s preferences and personalized search results based on geography, ownership, industry, and activity.

Summary

So, there we have it, an overview of the multiple ways to search in Salesforce.

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.

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 report event?

Report events contain information about what happened when a user ran a report.

What is content transfer event?

Content Transfer events contain information about content transfer events, such as downloads, uploads, and previews.

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