Slaesforce FAQ

how to see recent activity on salesforce

by Prof. Hortense Ondricka PhD Published 2 years ago Updated 1 year ago
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Create a Custom Field on the object in which you would like to show the 'Last Activity Date.'.

  • 1. Classic: Click Setup | Customize | Leads | Fields.
  • 2. Click New.
  • 3. Select the Data Type as Formula and click N ext.
  • 4. Choose output Type as Date and Enter the Field label of your choice.Then Next.
  • 5. Enter the formula as given below:

Full Answer

Can we use recentlyviewed object in Salesforce?

Yes you can use RecentlyViewed object. Represents records that the current user has recently viewed or referenced (by viewing a related record). You just need to query this object and specify the type of object

How to get the last viewable Records in Salesforce?

Represents records that the current user has recently viewed or referenced (by viewing a related record). You just need to query this object and specify the type of object You can also use ORDER BY LastViewedDate field to get latest records Thanks for contributing an answer to Salesforce Stack Exchange!

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.

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 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.

How do I see all my activity 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.

How do I track user 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.

How do I report an activity history 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...

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.

How do I monitor Salesforce?

17 Free Ways to Monitor Your Salesforce OrgApplication Logging Framework. ... Tooling API. ... REST API – Limits. ... Setup Audit Trail. ... Health Check. ... Salesforce Optimizer. ... System Overview. ... Apex Exception Emails.More items...•

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.

How do I find audit history in Salesforce?

To view the audit history, from Setup, in the Quick Find box, enter View Setup Audit Trail , then select View Setup Audit Trail. To download your org's complete setup history for the past 180 days, click Download. After 180 days, setup entity records are deleted.

How do I run an audit trail in Salesforce?

0:002:24Salesforce View Setup Audit Trail - How to See the ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo i'm going to search for view setup audit trail. And under security you'll see a link for viewMoreSo i'm going to search for view setup audit trail. And under security you'll see a link for view setup audit trail click on that to bring up the audit trail for your organization.

How do I create an email activity report in Salesforce?

Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. ... Optionally, select a secondary object from among these options and save the report.More items...

How do I set up an audit trail in Salesforce?

Required Editions and User Permissions To view the audit history, from Setup, in the Quick Find box, enter View Setup Audit Trail , then select View Setup Audit Trail. To download your org's complete setup history for the past 180 days, click Download. After 180 days, setup entity records are deleted.

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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