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.
How to track task history in Salesforce?
Task and Events belong to object Activities, so for task history it is Activity History. This feature is provided by salesforce it self. if you have enable allow history or tracking on any Task object then you can get track it easily. One more thing this is tracked in a related list.
What is a task in Salesforce?
A Task in Salesforce is an activity helps keep ups the to-do list and assign, track, and filter tasks lists and notifications of an organization that needs to be worked on. A task may not have any specific time period or time duration for completion.
How do I track time in Salesforce?
Here are two ways to easily track time in Salesforce: The Salesforce AppExchange is a web store that allows you to download tons of extensions for your Salesforce app suite. The AppExchange features over 2.7 million applications that range from customizable project management tools to apps that connect Excel to Salesforce.
How do I Mark a task as complete in Salesforce?
Or, click Mark Complete to mark the task complete. You can also mark tasks complete from any list view. Of course, tasks are also shown in the activity timeline for the record you are looking at, and you can edit them there too. Salesforce Classic includes a calendar to help remind you about appointments.
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.
Can we track task history in Salesforce?
Task and Events belong to object Activities, so for task history it is Activity History. This feature is provided by salesforce it self. if you have enable allow history or tracking on any Task object then you can get track it easily.
Can you follow a task in Salesforce?
You can auto-follow the records that you create, but you can't auto-follow tasks, events, or dashboards.
How do I set up tasks in Salesforce?
0:045:37Salesforce Lightning 101.3 Create a New Task - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's talk about creating a task and. So we're back at the home page. And we're going to navigate toMoreLet's talk about creating a task and. So we're back at the home page. And we're going to navigate to contacts and to Deb sunrise. And certainly we could have searched on her from here.
What is feed tracking in Salesforce?
Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow. Users can see those updates in their profile feeds.
How many fields can we track in Salesforce?
Salesforce allows you to track up to 20 fields per object (both standard or custom objects).
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.
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.
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.
How do I create a task report in Salesforce?
Build an "All Open Tasks" ReportNavigate to the Reports tab.Click New Report.Select Tasks & Event for the report type.Click Filters.Apply the following filters: ... Save your changes.Give your report a name and choose whether to make it public or private. ... Save your changes.
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.
How do I create a task flow in Salesforce?
How to create a task or case in SalesforceStep 1: Locate your flow. In Salesforce Setup, search for Flows. ... Step 2: Add a Create Records element to your flow. ... Step 3: Connect the elements. ... Step 4: Save and activate your flow.
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 a task have a time period?
A task may not have any specific time period or time duration for completion. Task talks about “What”, and have a deadline.
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.
What is the first thing you notice on your calendar?
The first thing you notice is the Calendar tab, making it easy to get to your schedule.
What is mass email in Salesforce?
You’ve used group emails—called Mass Email in Salesforce Classic—to reach many customers at once.
Why do we need shared calendars?
Shared calendars make it easy to see when events overlap. For example, you can see when a coworker is busy to make sure she’s available for a day-long event that you need to schedule.
Does Salesforce email fill in to address?
As you can see in this screenshot of the email composer, just like Salesforce Classic, when you send an email from a record, it fills in the To address for you. If a Person Account has an email address, it’s also filled in automatically—but only in Lightning Experience.
Can you add multiple calendars to Lightning Experience?
Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars.
Is there a task tab in Salesforce?
There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
Can you create a calendar for data?
It’s easy to do—just create a calendar for the data you’re interested in.
What is time tracking in Salesforce?
When you use a time tracking system, it allows you to see how your employees are faring with their tasks in Salesforce.
Why Should You Set Up Salesforce Time Tracking?
Salesforce offers a ton of products that can streamline your workflows.
How to install time tracker on Salesforce?
Here’s how you can install an automatic time tracker from the Salesforce AppExchange: Step 1. Log in to your Salesforce account and go to the Salesforce AppExchange. Step 2. Search for Time Tracker and click on an app of your choice. Step 3. Click on Get It Now and select the environment type you want to install it in.
How many apps does AppExchange have?
The AppExchange features over 2.7 million applications that range from customizable project management tools to apps that connect Excel to Salesforce. You can also download various time tracking apps from the AppExchange.
How many clients does Salesforce have?
It has grown into a company that caters to over 150,000 clients worldwide — including tech giants like Google. Salesforce offers several cloud-based products that focus on sales, marketing, customer service, and commerce – used by companies in industries like: Banking and Finance. Communications.
What is Salesforce platform?
The Salesforce platform is a collection of productivity software that’ll help you automate various aspects of your business. From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything.
Why do clients expect you to execute tasks with perfect time management?
Clients expect your business to execute tasks with perfect time management because they don’t want to waste their money. So whenever a client asks why a project took so long, you can always produce a report from your time tracking system to show them which tasks were time-consuming. 2.
