How do I get activities in Salesforce?
- 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...
- Now your new view displays in Lightning Experience UI.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars.These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces. These activities are similar to those of outlook and are used to invite people for certain tasks, events, and so on.
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 to train your users on Salesforce?
Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch ...
How to use Salesforce everyday?
Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.
See more
How can I see my activity in Salesforce?
Your Recent Activity page contains a summary of all the recent activity that relates to your participation within a zone. To view your Recent Activity page, go to the Ideas tab and click your Nickname link on the right side of the page.
Can you track activity on Salesforce?
With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.
How do I find activity reports in Salesforce?
Create a User Call Activity Report in SalesforceClick 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.Click the Date filter and select a date range to report on and click Apply.More items...
What is Salesforce activity history?
Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.
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...•
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.
What is the activity report?
What is an Activity Report? Depending on the organizational context, an activity report can go by a number of names: work log, progress report, project update, or status report. Taken as a whole, activity reports are a form of workplace communication that describes, in clear and concise terms, a project's progress.
How do I make an activity report?
Click on the Reports tab.Click on the New Report button.Click on the Activities folder.Click on Tasks and Events.Click the Create or Continue button on the far right. From here you can change the many features in the Report including the displayed fields or the filters.
What is daily activity report?
An automated daily activity report is generated by an automated time tracking software that tracks all your time like work time, productive time, unproductive time, idle time, shift time, etc. After capturing all the data makes an automated report for employees.
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 log an activity in Salesforce lightning?
0:184:03Salesforce Lightning 101.2 Log a Call - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo we want to do is to go to activity log a call. And that creates this panel. And we want to sayMoreSo we want to do is to go to activity log a call. And that creates this panel. And we want to say all right for the the subject of the call we're just going to say we called her. This is for for Deb.
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...
Tasks and events 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.
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.
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 .
What is delegated activity in Salesforce?
Delegated activities are those which you have created but have assigned to someone else. You can also create new views.
How to create a Visualforce tab?
Create a Visualforce tab. Select the Visualforce page for the tab, enter a Label, Name and tab style. Select the security permissions for the tab. Select the Applications that should display the page . You should now see your activities tab. You can also customise the views as normal.
What is enhanced list in Salesforce?
1. enhancedList: The tag that tells Salesforce that you would like to display a list. 2. Type: This is where you select which object should be listed, in this case we are using ‘Activity’. Remember in Salesforce terms, Activity includes both Tasks and Events. 3.
What is the second line in Visualforce?
It is easy to understand as well. Apart from the standard <apex: page> tag that defines the start and end of the Visualforce page, the second line is the one that is does the work to display the activities list.