How to add the lastactivitydate field in Salesforce?
c) Choose Last Activity field (API Name: LastActivityDate) then click the Insert button. d) Check Syntax then Next. e) Select the visibility of this field for various profiles. f) Add it to the Page Layout where the field should be visible and click Save.
What are the activities in Salesforce events?
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.
When does Salesforce update the last modified date and last modified by fields?
Salesforce updates the Last Modified Date and Last Modified By system fields on converted Leads when picklist values included on converted Leads are changed.
What happens to custom event events when a user converts a lead?
Events assigned to the User converting the Lead will be reassigned to the new owner, regardless of whether they are Open Activities or listed in Activity History. If you have custom Lead fields, that information can be inserted into custom Account, Contact, or Opportunity fields as well.
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 see assigned tasks in Salesforce?
If you access to tasks assigned to other users you can see them from the Activity List View. Click on the list icon below the Calendar on the home page. In the list views create a view to see the activities of all assignees.
Where do we find events and tasks in lightning experience?
Click the Tasks tab, or click View All from the Today's Tasks list on the Lightning Experience Home page.
How do I enable view and edit converted leads?
Let Users View and Edit Converted LeadsFrom Setup, enter Permission Sets. Click Permission Sets.Click New.Enter a name for the permission set. Click Save.Click App Permissions.Click Edit.Under Sales, select the View and Edit Converted Leads permission.Save the permission set.From Setup, enter Users. Click Users.More items...
How do I get activities in Salesforce?
0:382:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipAnd events in a calendar. View just click on the calendar tab from the app. Menu. You can also seeMoreAnd events in a calendar. View just click on the calendar tab from the app. Menu. You can also see tasks and events on your home tab click on the home tab and scroll down to view the events and tasks
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.
What is open activity and activity history in Salesforce?
Open Activities lets you create Task and event record with the record type selection functionality (if you are using record type for Task and event in your organization) whereas Activity history will let you Log a call or send an email. Also, both the related list shows the record created by users.
Which activities can you view in the activity timeline?
The activity timeline view shows details for each task, event, and email in an expandable timeline view. The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists. Note All standard Lightning Experience record pages support both views.
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 see all leads in Salesforce lightning?
Clicking on the Leads tab displays the leads home page. In the Lead Views section, select a list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom view. To view the leads in a queue, choose that queue list from the drop-down list.
How do I track a lead conversion in Salesforce?
1:353:51How to View Converted Leads | Salesforce Distinguished Solution ...YouTubeStart of suggested clipEnd of suggested clipLead information. So there's actually a report type called leads with converted. Lead informationMoreLead information. So there's actually a report type called leads with converted. Lead information and that's the one you're going to want to use.
How do I know how if a contact was a converted lead?
You an can run a lead with converted information report and see it that way. To see it on the actual contact record: Create a field called "Converted from lead" on lead and contact. Set it to be true by default on the lead record and not true by default on the contact record, and hide it from the lead layout.
What is lead source in Salesforce?
In Salesforce, lead sources are broad buckets of data. While the contact will continue to carry the data assigned to it into their associated contacts and opportunities, this only gives you access to add data not obtain it. Campaigns meanwhile allow you to add very specific data. It could be a campaign name and date.
What happens when you update a lead in Salesforce?
At the point of sale, your sales team will update a lead as closed in Salesforce. The revenue data they place against that lead will go back through Ruler, which will then fire it into Google Analytics.
Why is tracking leads important in Salesforce?
Tracking leads in Salesforce is important because it helps marketers understand which channels, campaigns and keywords are driving not just leads, but high-quality leads. This data will help your team to optimise their marketing and their budget. One easy way to track leads in Salesforce is with Ruler Analytics, but we’ll get onto that shortly.
How many touchpoints does it take to convert a prospect into a customer?
According to Google, for low-cost products like a chocolate bar it could take as many as 20 touchpoints to convert a prospect into a customer. While high-cost products like flights could take up to 500!
Is Salesforce good at capturing data?
Don’t get us wrong, Salesforce is great at capturing data. But it doesn’t give you the whole picture. And it’s hardly surprising.
Does Salesforce lose data?
Tracking your ROI is probably your main struggle. And while Salesforce loses data, it doesn’t mean there isn’t a solution.
Can you track leads in Salesforce?
While it is a great lead management tool, it’s hard to track your leads in Salesforce. Leads can be entered into Salesforce manually, via a list import or automatically via a web-to-lead integration.
What is lead scoring?
Lead scoring and lead grading are two commonly used techniques to qualify leads — that is, to determine if a lead is worth passing from your marketing team on to sales. Lead scoring: Automatically scoring inbound leads with a numerical value to indicate how interested they are in your product or service. By assigning points to the prospect’s ...
Why is lead scoring important?
Lead scoring and lead grading are very effective when used in tandem to make sure that only the most qualified leads get passed from marketing to sales.
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.
