Slaesforce FAQ

how to see all activity in salesforce

by Dora Schumm II Published 2 years ago Updated 1 year 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.

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.

Full Answer

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 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.

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.

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:

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Can you track activity on Salesforce?

With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.

How do I view recent activity in Salesforce?

To view your Recent Activity page, go to the Ideas tab and click your Nickname link on the right side of the page. To view the Recent Activity page of another member of the zone, click the member's name below any idea or comment that they posted.

What is Salesforce activity history?

Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.

Can you report on activity history in Salesforce?

The standard activity reports list your tasks and appointments for a selected date range or events with all invitees. You can also create custom reports for activities by clicking the Reports tab, New Report, and choosing Activities as the type of data on which to report.

Where is Activity tab in Salesforce?

In the calendar section on the home page, there are a number of icons that will display views of activities. The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you.

Where do I find my recent activity page?

To see or delete certain types of recent activity, you can sign in to https://account.microsoft.com/privacy/activity-history. To learn more about the Recent activity page, select one of the following headings. It'll open to show more info.

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 count activities in Salesforce?

While this may not be accomplished with standard functionality, you could create an Apex Class and two Apex Triggers (one for Events and one for Tasks) in order to count the number of Activities on a given Record.

Which activities can you view in the activity timeline?

The activity timeline view shows details for each task, event, and email in an expandable timeline view. The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists. Note All standard Lightning Experience record pages support both views.

How do I make an activity report?

Click on the Reports tab.Click on the New Report button.Click on the Activities folder.Click on Tasks and Events.Click the Create or Continue button on the far right. From here you can change the many features in the Report including the displayed fields or the filters.

What is daily activity report?

An automated daily activity report is generated by an automated time tracking software that tracks all your time like work time, productive time, unproductive time, idle time, shift time, etc. After capturing all the data makes an automated report for employees.

How long do activities stay in Salesforce?

While Archived activities will appear in your Activity timeline, you will not be able to report on them. Consider yourself warned. This can be extended to up to 10 years by logging a case. Salesforce will consider extensions beyond the 10-year maximum in very limited cases that have a compelling business reason.

Tasks and events in Salesforce

Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.

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.

Why is user activity monitoring important in Salesforce?

User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.

What does it mean when a Salesforce user logs in at odd hours?

Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.

Can you assess Salesforce performance based on Apex events?

You can also assess performance based on Apex events and Community performance. 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 .

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