Slaesforce FAQ

how to view all activities in salesforce

by Prof. Myah Satterfield Published 2 years ago Updated 1 year 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.

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.

Full Answer

How do I view tasks and events in Salesforce classic?

By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. 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: Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.

How to display a 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.

What are Salesforce activities?

Salesforce Activities track the interactions your users have with prospects and customers through various communication channels. These are either Salesforce Tasks or Salesforce Events records. “Activity” appears in the Object Manager in every Salesforce org, which means that every Salesforce customer can leverage them.

What can you do with Salesforce calendar view?

Track all meetings with your clients, customers, and employees and manage event reports with Salesforce Calendar View. Enabling you to prioritize your tasks according to your business requirements, Calendar View displays all your Salesforce Calendar events on the My Events Calendar.

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How do I see open activities in Salesforce?

My activities in Salesforce appear as "Open Activities" instead of in the "Activity History"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.More items...

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 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.

Is there an activities 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.

How do I run an activity report 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 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.

How do I view field history in Salesforce?

From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...

How do I see activity timeline?

0:023:00Salesforce Activity Timeline or Activities Related List - YouTubeYouTubeStart of suggested clipEnd of suggested clipAs well as completed tasks and activities such as a call that i logged previously today this is theMoreAs well as completed tasks and activities such as a call that i logged previously today this is the activity timeline it appears. Below the activity tab where you can perform new activities.

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.

How do I see all tabs in Salesforce lightning?

Yes, it is a two-step process which is what makes it a bit confusingGo to the Home Page and click the SETUP GEAR ICON >>Under PLATFORM TOOLS >> APPS will appear.Click on APPS and APP MANAGER will appear.Click APP MANAGER >>Within the APP MANGER screen find SALES – Lightning Sales in the List.More items...•

How do I edit an activity in Salesforce?

Click the gear icon | Setup | Object Manager....Customize the Tasks or Event pagesClick your name | Setup | App Setup | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.

What is activity management in Salesforce?

Activity Management allows you to see your own activity as well as the activities of the people who are below you in the role hierarchy in Salesforce.

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.

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.

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.

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 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.

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 .

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