Slaesforce FAQ

how to track action items in salesforce

by Ms. Kaci O'Keefe 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.

Full Answer

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 does Salesforce Track Field history?

Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list.

How do I retrieve field history in Salesforce?

Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list. Use Data Loader or the queryAll () API to retrieve field history that ‘s 18–24 months old.

What is field audit trail in Salesforce?

Field Audit Trail Field Audit Trail lets you define a policy to retain archived field history data up to 10 years from the time the data was archived. This feature helps you comply with industry regulations related to audit capability and data retention.

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How do I track activity in Salesforce?

0:014:08Salesforce Lightning: 101.7 New Activity Tracking Example - YouTubeYouTubeStart of suggested clipEnd of suggested clipNot a problem so what I'm going to do is to hold down alt touch tab that brings me to this nextMoreNot a problem so what I'm going to do is to hold down alt touch tab that brings me to this next screen.

What is the best way to use tasks in Salesforce?

0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.

What is task management in Salesforce?

With Salesforce Activity and Task management, you can easily schedule tasks and events, assign tasks to other team members, prioritize your tasks and events by due date, and track events and tasks through custom lists, reports, and dashboards.

Where do we find events and tasks in lightning experience?

Click the Tasks tab, or click View All from the Today's Tasks list on the Lightning Experience Home page.

What is the difference between tasks and activities in Salesforce?

Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.

What is WhatId and WhoId in Salesforce?

WhoId is used for our “human” objects, Contacts and Leads, and is labelled as “Name” on the Task and Event objects. WhatId is used for multiple other objects that are not human-related and is labelled as “Related To” on the same objects.

Does Salesforce have a task manager?

Task Manager App gives Salesforce® users and their managers a way manage tasks - to see and prioritize all open Tasks of the selected user in a single tab. Task Management has never been so simple, you can easily browse through your important upcoming tasks and take action on the same.

How do I use task manager in Salesforce?

0:263:20How to Use Salesforce for Project Management - YouTubeYouTubeStart of suggested clipEnd of suggested clipOne way you can do this is by creating an onboarding drip campaign with journey builder. This wayMoreOne way you can do this is by creating an onboarding drip campaign with journey builder. This way you can send new emails or push notifications.

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 see activity in Salesforce lightning?

Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal.Click on Tasks.You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.Now your new view displays in Lightning Experience UI.

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.

What is open activity and activity history in Salesforce?

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.

Can you deploy a picklist?

Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives managers and users a big-picture view with the option to drill down into their particular team.

Do sales reps log activities?

Other sales reps aren’t logging any activities. The central team appears to have landed on some approaches that work. These kinds of insights serve as a great blueprint for other sales teams. After your sales team logs activities for a month or two, analyze the patterns, and see if any indicators of success emerge.

How long does Salesforce keep field history?

If your org was created on or after June 1, 2011 and you decide not to purchase the add-on, Salesforce retains your field history for the standard 18–24 months.

Can you turn off field history tracking?

You can enable field history tracking for standard objects in the object’s management settings. You can enable field history tracking for custom objects in the object’s management settings. You can turn off field history tracking from the object’s management settings.

Can Salesforce update the same tracker in the same second?

In other words, if two users update the same tracked field on the same record in the same second, both updates have the same timestamp. Salesforce can’t guarantee the commit order of these changes to the database. As a result, the display values can look out of order.

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