Viewing Skylight Activity History in Salesforce Lightning
- Open the record for which you want to view the activity history.
- In the Activity panel under Past Activity, locate the interaction you want to view and click the link.
- View the general details provided in the Task Window.
- From the Task window, you can explore more detailed information in the following ways: To view...
What are related list and activity timeline in Salesforce Lightning?
Also, both the related list shows the record created by users. In Lightning, Salesforce has introduced a standard lightning Component which shows the actions to create the task and other action along with an activity timeline which shows the record you have already created.
How do I view tasks and events in Salesforce classic?
By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.
What is a Salesforce Lightning component?
In Lightning, Salesforce has introduced a standard lightning Component which shows the actions to create the task and other action along with an activity timeline which shows the record you have already created.
How to configure lightning experience transition assistant in Salesforce?
Steps to follow:- Click on setup and search for Lightning Experience Transition Assistant. Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline. Its time to choose what you want. If you select the Activity timeline, The Activities will continue to come as it was till spring’19.
How do I see my activity history in Salesforce?
Approach-1. Click on setup and search for Lightning Experience Transition Assistant. Under Configure the activities view on record Pages, You will see two option named as Related List and Activity Timeline. Its time to choose what you want.
What is activity history in Salesforce?
Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.
How do I create an Activity History report in Salesforce?
Create an Email Activity Report in SalesforceIn Salesforce, click 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.More items...
How do I get activities in Salesforce?
You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007. Tasks: https://orgdomain.salesforce.com/00T.
How do I add an Activity tab in Salesforce lightning?
You need to check if the Activity Timeline is set up as the affected user's Default Activities View....Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click Save.
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.
How do I see someones activity in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
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.
What is Lightning component in Salesforce?
In Lightning, Salesforce has introduced a standard lightning Component which shows the actions to create the task and other action along with an activity timeline which shows the record you have already created. The activity timeline will show the task and events yet to come in the section called Next step while closed one in Past activities section.
How to add related list single to Lightning page?
All you need is to add related list single component to Lightning page layout using Lightning App Builder and select Open Activities in related list names available on the right-hand side panel. Once done, Save the page and activate it for the users you want.
What is open activity history?
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.
Why do agents review history?
For example, in a handoff or escalation, an agent or supervisor can review the history to identify gaps and determine the next step. Here’s an example.
Is Lightning available for Salesforce?
Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products. Some restrictions apply. For pricing details, contact your Salesforce account executive.
Can you use APIs to query RecordActionHistory?
You can also use APIs to query the RecordActionHistory object, which is a big object.
Can you query the record action history object?
If you have access to Analytics, you can query the RecordActionHistory object and use the data to build an Analytics dashboard. For example, the dashboard can show usage data and compare how many actions were started, paused, resumed, and completed in a given time period.
What is read only in Salesforce?
It includes activities for all contacts related to the object. ActivityHistory fields for phone calls are only available if your organization uses Salesforce CRM Call Center.
What is the ID of an activity?
The ID of a record the activity is related to which contains more details about the activity. For example, an activity can be related to an EmailMessage record.
What does "isreminderset" mean in Salesforce?
Represents the time when the reminder is scheduled to fire, if IsReminderSet is set to true. If IsReminderSet is set to false, then the user may have deselected the reminder checkbox in the Salesforce user interface, or the reminder has already fired at the time indicated by the value.
Can you reference only one record in a relationship query?
In the main clause of the relationship query, you can reference only one record. For example, you can’t filter on all records where the account name starts with “A.” Instead, you must reference a single account record.
