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: Activities: https://orgdomain.salesforce.com/007 Tasks: https://orgdomain.salesforce.com/00T
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How do I View users assigned Salesforce inbox licenses outside of permission set?
Follow these steps if you would like to view Users assigned Salesforce Inbox licenses outside of the permission set. Log in to User Account. Click the gear in the top right, and then click Setup. Check the "Permission Set Licenses" table for counts of total and assigned Inbox licenses.
Where can I find the tasks and events tab in Salesforce classic?
Click the Calendar tab from the app menu. View the Today's Tasks and Today's Events components on the Home tab. 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:
How to view all records of an object in Salesforce?
This is the page which you see when you click on tab of any object. The record shown by default on this page are Recently Viewed Records of this object. If you want to see All records than select ALL in View dropdown and click GO.
Where can I see all deleted data in Salesforce?
Salesforce admins can see all deleted data across the entire org. The Recycle Bin is available in the left sidebar on the Home page. Choose My Recycle from the dropdown list to view just the items you deleted.
How do I see what leads are assigned to me in Salesforce?
0:040:57Viewing Leads in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can view any lead by clicking on the name of the lead and there you see the profile page forMoreYou can view any lead by clicking on the name of the lead and there you see the profile page for that. Contact note that you can edit and delete leads the same way you would edit or delete contacts.
How do I view objects in Salesforce Classic?
Classic. In Classic, you'll find standard objects under Customize in your Setup navigation menu, or you can type their name in the Setup quick find box to narrow down the menu. You'll find custom objects under Build: Create->Objects.
How do I see all custom objects in Salesforce?
Is That a Custom Object I See?Click the App Launcher. and select Sales.Click the Vehicle Interest tab. Note: If the Vehicle Interest tab does not appear, refresh the page.Click Recently Viewed and select the All Records list view.
How do I view activity in Salesforce?
In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.
How do I display objects in Salesforce?
To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record's tab. View, edit, and create records from a list. List views are a great way to sort, prioritize, and analyze the records that are most important to you.
How do I access an object in Salesforce?
Click Object Settings. Click the name of the Salesforce object. Click Edit. To enable permission on the object, select Read in the Object Permissions section.
Where can I find objects in Salesforce?
From Setup, enter Objects in the Quick Find box and select Objects. Next, click one of the custom objects in the list. Then scroll to the section for the specific customization. For example, to add a custom field to the Job Applications object, enter Objects in the Quick Find box, then select Objects.
Where is Object Manager Salesforce?
To access the Object Manager, from Setup, click Object Manager. To customize an object, select the object name in the list, and then select a specific customization from the left pane. For example, to add a custom field to the Account object, select Account, then Fields & Relationships, and then New.
How do I identify a standard and custom object in Salesforce?
Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. These objects can't be deleted. Custom objects are objects that you create to store information that's specific to your company or industry.
How do I pull 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...
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.
How do I change the activity view in Salesforce?
You can set the default view for how users work with activities. Users can change their view preference in their personal settings....In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default activities view for your org. ... Click Save.