To set up Salesforce Activity Tracking in your organization, follow these steps:
- Open Salesforce and sign in to your account.
- Click Admin on the top left corner of the screen, and then click Settings.
- Under General, click Activities and then click Setup Salesforce Activity Tracking.
- On the Setup Salesforce Activity Tracking page, enter your organization’s name and contact...
Full Answer
How to monitor user activity in Salesforce?
User Activity Monitoring in Salesforce
- Security. The average cost of a data breach is $3.92 million. ...
- Compliance. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
- Usage and Adoption. User activity monitoring insights can also reveal how users interact with Salesforce. ...
- Performance. ...
- Salesforce Shield: Event Monitoring. ...
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How to use Salesforce activities and tasks?
To create a new task:
- Go to the Home tab and select My Tasks and then New. You are given an option to select the record type of the task.
- Input the task details. There are numerous task details which should all be understood differently. ...
- Click on Attach files on the Attachments related list to attach files. ...
- Specify the priority and status of the task created.
How to create an email activity report in Salesforce?
Sending and Logging Email Alerts As An Activity: Here’s Our Solution!
- The Solution is a Free App! Salesforce has the ability to log emails sent using Apex code. ...
- Extra Benefits. The app also opens up other possibilities beyond just logging the activity. ...
- Use Cases. ...
- See the sent email in the activity feed
How do I track activity in Salesforce?
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How do I turn on activity tracking in Salesforce?
Enable Activity TrackingFrom the Commerce App navigation menu, select Administration Workspace.Click Commerce Einstein.Click to expand the Storefront Activity Tracking section.In the Enable Activity Tracking section, click the toggle to Enabled.
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 counts as an activity in Salesforce?
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 track email activity in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I turn on tracking history?
Enable Field History TrackingFrom Setup, click Object Manager and select Account.Select Fields & Relationships, and click Set History Tracking.Select Enable Account History, then select these two fields to track: Has Support Plan. Support Plan Expiration Date.Click Save.
How do I create a tracker in Salesforce?
From the object management settings for cases, go to Page Layouts. In the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor. In the Other Tools and Components section, select the Milestone Tracker and specify where on the page you want it to appear. Click Save.
How do I see activity history in Salesforce lightning?
In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default.
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.
What is the difference between task event and activity 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 Salesforce monitoring?
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 . With these insights, you can analyze your workforce, make adjustments to boost performance, and take Salesforce from a simple tool to a beacon of productivity, trust, and success.
Why is Event Monitoring important in Salesforce?
Enabling Event Monitoring in Salesforce can streamline and optimize your Salesforce usage. As long as you use a visibility tool to digest the raw Event Monitoring log data, you’ll be able to monitor and address user activity concerns for security, usage and adoption, performance, and compliance with ease.
Why Does User Activity Monitoring Matter?
Instead, the motivation behind monitoring user actions for information security purposes is to manage permissions, mitigate risk, improve user experience, and create a more secure environment for mission-critical data. The average cost per stolen record in a data breach is $150 – and that’s before factoring in the expense of lost trust and legal or regulatory fines.
What is set up audit trail?
If you’ve entered Setup Audit Trail to see the log of administrative actions occurring in your Salesforce org, you’ve engaged in user activity monitoring. Setup Audit Trail provides a log of user-generated actions – such as new fields created or permissions changed – to identify who made the changes, when, and from where. Monitoring user activity helps you proactively safeguard your Salesforce org by identifying suspicious actions and addressing them, reducing your technological attack surface.
How many user permissions can be changed in Salesforce?
In Salesforce, more than 170 individual user permissions can be changed, which creates opportunities for users to access data. Changes in permissions, whether intentional or not, can open your organization to risk if users have broader data access than necessary for their role. Increased access to data may put your organization at risk ...
Can admins see if a 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.
Is Salesforce a regulated industry?
Regulated industries like health care and financial services follow compliance frameworks that require user activity monitoring. As a Salesforce user in a regulated industry, meeting compliance standards is crucial for multiple reasons: You want to reinforce trust, and you don’t want to receive hefty fines. Non-compliance with GDPR, for example, can incur fines of as much as €20 million or four percent of annual global turnover (whichever is greater).
What is dashboard in Salesforce?
The dashboard is where all the work you’ve done to customize your opportunity object, as well as your commitment to tracking your sales process in Salesforce, will pay off .
What should your sales process dictate?
Your sales process should dictate what you add. Don’t go crazy with custom fields just because you can. Remember, someone (probably you) is going to be responsible for updating them, so be real about how much data entry you really want to do.
Why is Salesforce value only one standard value?
You can see that one standard Salesforce value remains, and that’s only because it’s a useful designation for Mark. The rest are all custom to his process.
Is stage field helpful in Salesforce?
The stage field can be fairly unhelpful, however, if you don’t take the time to cater it to your specific process . Salesforce’s stage picklist comes filled with the following standard values:
Can you see your Salesforce activity?
Using Salesforce’s Activity Tracking, you can log your calls and emails and set up tasks and reminders for yourself so you can keep yourself on target and make sure nothing slips through the cracks. You’ll be able to see your open tasks and events on your Salesforce homepage as soon as you log in.
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.
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.
How long should you log sales activity?
After your sales team logs activities for a month or two , analyze the patterns, and see if any indicators of success emerge. Determining which activities lead to new deals is of great interest to most sales reps. Wouldn’t it be great if everyone had a higher win rate?
How to get users up to speed on new picklist?
Are your sales reps already logging activities? If so, work with sales management to let reps know about the new values in the picklist. A brief email or Chatter post from a sales leader is a good way to get users up to speed on the new picklist choices.
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.
Conversion
Opportunity Stage
Opportunity Type
Contact Roles
Primary Campaign Source
Other Fields
Activity Tracking
- In addition to tracking information specific to each deal using the fields outlined above, you’ll also want to track your activity around those deals. Using Salesforce’s Activity Tracking, you can log your calls and emails and set up tasks and reminders for yourself so you can keep yourself on target and make sure nothing slips through the cracks. ...
Pulling It All Together with A Dashboard