Salesforce has given you a standard component called Related List Single. 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.
- In SFDC, go to Setup > App Setup > Customize > Activities > Task Field. ...
- In the Task Status Picklist Values list, check if you have a "Completed" value. ...
- You need to create the "Completed" value.
How to create activities in Salesforce?
Before creating activities in salesforce we must understand which type of activity we have to create. Suppose if we want to schedule an activity which have specific location, time and duration there we create events. We are going to create an activity for Leads. To create activity select Leads Tab=> Select the Lead.
How to configure activity timeline and related list in Salesforce?
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. Your action will come under Activity Component on your record Page.
What are task/event features 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. We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same. How to enable task/event features on an object?
How to add related list single in Salesforce Lightning page layout?
Salesforce has given you a standard component called Related List Single. 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.
How do I view open activities in Salesforce?
Your action will come under Activity Component on your record Page. When you select the Related list option, It will make activity Component disappear from your record page and will bring two related list called Open activities and Activity History as it was in Classic.
How do you add an open activity list in lightning?
Note: Activity History may not show in the "Related Lists" Standard Lightning Page Components if Activity Timeline is enabled but it is possible to include the "Open Activities" and "Activity History" related list by adding a "Related List - Single" component for each and setting either "Open Activities" and "Activity ...
How do I turn on activities in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Allow users to relate multiple contacts to events and tasks.Click Submit.To show related contacts on event and task detail pages, ensure that the Name related list is included on event and task page layouts.
How do I track activity in Salesforce?
0:014:08Salesforce Lightning: 101.7 New Activity Tracking Example - YouTubeYouTubeStart of suggested clipEnd of suggested clipIt was a good call and so we open up that that message what we can do is track on the fact that we'MoreIt was a good call and so we open up that that message what we can do is track on the fact that we're good comments. There's a rich subject line that tells us what we're up to.
How do I add an activity timeline in Salesforce?
In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default activities view for your org. If Einstein Activity Capture is enabled, the Activity Timeline option is required.Click Save.
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...
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.
Which activities can you view in the activity timeline in Salesforce?
The activity timeline is supported for accounts, cases, claims, contacts, contracts, insurance policies, leads, opportunities, and activity-enabled custom objects.
What is WhoID and WhatID activities?
WhoID refers to people things. So that would be typically a Lead ID or a Contact ID. WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID.
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.
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 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 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.
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.
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.
Does Lightning experience have classic applications?
Only the applications created in Classic don’t appear in Lightning experience on their own while all other internal fields and activities do.
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.